Elevate Your Customer Engagement with
Nucleus CRM
Nucleus CRM is our client experience platform that helps manage and inform the delivery of an exceptional customer experience at every stage of the sales journey and helps track customer conversions.
Nucleus CRM is a powerful solution designed to streamline and optimise the way your business manages customer relationships and sales activities. By equipping your sales team with detailed insights and real-time data on customer behaviour, Nucleus CRM empowers your team to make informed decisions about the right products to present, at the right time.
With Nucleus CRM, every step of the sales journey becomes more efficient—from lead generation and customer engagement to sales tracking and post-sale support. This all-in-one platform helps your team work smarter, not harder, ensuring that your sales process is seamless and your customer relationships are stronger than ever.
Key Features
Sales Force Activity Management:
Keep track of your sales team’s daily activities, ensuring that no lead or customer interaction falls through the cracks.
Pipeline Management:
Effectively manage your sales pipeline from initial contact to closing the deal, ensuring a clear view of every opportunity.
Campaigns and Telethons:
Create targeted campaigns and track telethon activities, ensuring personalised customer engagement at scale.
Why Nucleus Service?
Nucleus CRM tackles the core challenges of customer relationship management and sales by providing automation, organisation, and efficiency, all while delivering a comprehensive 360-degree view of each customer:
Organised Sales Activities:
Nucleus CRM helps you manage and track every step of your sales process, ensuring that no opportunity is missed and that your team can effectively follow up with leads and prospects.
Enhanced Customer Experience:
Personalised campaigns, consistent follow-ups, and a clear view of customer interactions enable your business to provide a seamless and engaging customer journey.
Nucleus manages the following business processes:
Service Centre Management
Easily log customer service requests and assign them to technicians, track stock used for repairs, and automate invoicing for service costs. Manage call completion and closure efficiently to streamline your service operations.
Call Center Management
Efficiently log customer service requests and assign them to technicians, track stock usage during service tasks, automate invoicing for incurred costs, and manage the completion and closure of service calls seamlessly.
Contract Management
Easily create new service contracts, implement both fee-based and meter-based billing, and generate comprehensive end-of-contract reports to streamline contract management.
Field Technician Management
Manage technicians on the go with a mobile application that tracks call completion progress, manages boot stock, and allows for easy stock requests. Generate technician performance reports directly from the app to optimise field operations.
Inventory Management
A complete inventory management system with integrated procurement functionality and optional handheld scanner support. Automate stock procurement, manage customer and supplier back orders, and streamline operations with full stock take functionality.
Contract Billing Management
Implement meter-based billing for contracts with the ability to import billing data from any source. Perform billing runs effortlessly, and receive alerts for any contracts that haven’t been billed to ensure no revenue is missed.
Sales Management
Easily create quotes and sales orders, manage customer invoicing, and generate reports of historical customer purchases for better insights and streamlined sales management.
Procurement
Integrate procurement seamlessly into warehousing, with demand triggered by service calls and planned maintenance. Replenish stock based on min/max levels and streamline operations with cost capitalisation import for efficient financial management.
Project Management
Easily convert sales orders into project workflows with real-time progress reporting. Integrate projects with stores and procurement for seamless resource management. Assign jobs to the mobile application and monitor project work in progress for enhanced visibility and control.
Warranty Management
Define warranties within the system, automatically create them upon receipt, and track their status through the mobile service application. Efficiently manage supplier warranty claims for a streamlined warranty management process.
“With Nucleus Service, we now have complete visibility into our technicians’ activities, which has allowed us to optimise their time and reduce unnecessary costs. The ability to manage boot stock and work orders in real-time has been a game-changer for us.”
FAQs
How does Nucleus CRM help my business?
Nucleus CRM helps streamline your sales process, ensuring you never miss a lead and can follow up on every opportunity effectively. It organises sales activities, tracks customer interactions, and simplifies pipeline management, giving your team more time to focus on closing deals.
What makes Nucleus CRM different from other CRM packages?
Nucleus CRM integrates seamlessly with your other business systems, giving you a comprehensive 360-degree view of customer service interactions and sales activities. This integration ensures that all departments are aligned, leading to improved communication and a more consistent customer experience.
Can Nucleus CRM support sales forecasting?
Yes, Nucleus CRM features powerful analytics and reporting tools that allow you to forecast sales trends, track performance metrics, and make data-driven decisions that help you stay ahead of the competition.
Is Nucleus CRM suitable for remote sales teams?
Absolutely! Your sales team can access Nucleus CRM from anywhere with an internet connection. In addition, Nucleus CRM has an App for Android and IOS so that sales activities, new leads and other functionality can be updated after or during a site visit. This flexibility makes it ideal for remote teams who need to stay connected and collaborate effectively.
Interested in Nucleus?
Take control of your customer relationships with Nucleus CRM. Streamline your sales process,
improve customer engagement, and boost your sales performance.
Learn more and request a demo at CO3 Technologies.