Accounts, Sites and Contacts
Keep each customer account with its sites and contacts, its owner, and every opportunity, quotation and agreement raised for it, on one screen.
MII Applications on Oracle Technology
MII CRM: From First Call to Signed Agreement, in One Place
Manage accounts, contacts, opportunities and quotations, and hand every won deal straight to sales orders and invoicing in MII ERP+. Built on Oracle Technology products for sales teams that sell solutions, licences and services.
Why MII CRM
Most sales teams keep their pipeline in spreadsheets and their quotes in Word, and re-type both into the ERP once a deal is won. MII CRM keeps the whole sales cycle in one application: the account, every conversation, each version of the quotation, and the signed agreement that becomes the sales order and the invoice.
It is built on Oracle Technology products and uses the same customers, items, price lists and document numbering as MII ERP+, so nothing is entered twice.
Key Features
Opportunity Pipeline
Track opportunities through your own sales stages, with value, probability, expected close date and owner. Mark them Won or Lost, and see open pipeline and won value at a glance.
Calls, Meetings, Tasks and Notes
Log every call, demo meeting, follow-up task and note against the opportunity. Stage changes are kept in its history, so anyone picking up the deal knows exactly where it stands.
Quotations with Versions
Build quotations from your price lists in any currency, with per-unit discounts, delivery and payment terms. Revise a quote and every earlier version is kept. Print a professional quotation for the customer.
Sales Agreements to Order-to-Cash
When the customer accepts, the quotation becomes a sales agreement, and the agreement flows into the sales order and invoicing in MII ERP+, with full traceability from invoice back to opportunity.
Team Visibility and Security
Sales people see their own accounts and deals; managers see their team's. Access to every screen is given through responsibilities, and document numbers follow your company's numbering rules for each operating unit.
Sales Workbench
Open opportunities, pipeline value, won value and billing on won deals, shown as tiles on the sales person's workbench.
Easy to Use
Each account and opportunity is a single, three-column screen, and every "New" form opens full-screen, so the team spends less time on data entry.
Business Benefits
- One record of every customer conversation and commitment
- Faster, consistent quotations from approved price lists and discounts
- No re-typing: won deals flow straight into sales orders and invoices
- Managers see the real pipeline, not last week's spreadsheet
- Works hand in hand with MII Partner Management for partner-led sales
Built on Oracle Technology Products
MII CRM is built on Oracle Technology products and the Oracle database. It runs in any browser, on your premises or in the cloud, and shares users and responsibilities with MII ERP+.
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