{"id":1270,"date":"2023-01-05T13:06:06","date_gmt":"2023-01-05T13:06:06","guid":{"rendered":"https:\/\/strideerp.com\/events\/?page_id=1270"},"modified":"2023-01-11T11:04:04","modified_gmt":"2023-01-11T11:04:04","slug":"client-relationship-management","status":"publish","type":"page","link":"https:\/\/strideerp.com\/events\/client-relationship-management\/","title":{"rendered":"Client Relationship Management"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull has-ast-global-color-5-background-color has-background is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"> <a href=\"https:\/\/strideerp.com\/services\"><mark style=\"background-color:var(--ast-global-color-8)\" class=\"has-inline-color\">MODULES<\/mark> <\/a>| Client Relationship Management<\/h5>\n\n\n\n<hr class=\"wp-block-separator alignwide\"\/>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-cover\" style=\"min-height:201px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"has-ast-global-color-3-background-color has-background-dim-90 wp-block-cover__gradient-background has-background-dim\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"1038\" height=\"180\" class=\"wp-block-cover__image-background wp-image-1272\" alt=\"\" src=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2023\/01\/Client-Relationship-Management.png\" data-object-fit=\"cover\" srcset=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2023\/01\/Client-Relationship-Management.png 1038w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2023\/01\/Client-Relationship-Management-300x52.png 300w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2023\/01\/Client-Relationship-Management-1024x178.png 1024w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2023\/01\/Client-Relationship-Management-768x133.png 768w\" sizes=\"auto, (max-width: 1038px) 100vw, 1038px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<h6 class=\"has-text-align-center has-white-color has-text-color has-small-font-size wp-block-heading\"><\/h6>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-499968f5 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/strideerp.com\/offer\">TRY IT FREE<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-cover has-parallax\" style=\"background-image:url(https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/04\/Stride-ERP.png);min-height:84px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"has-ast-global-color-3-background-color has-background-dim-90 wp-block-cover__gradient-background has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<p>Stride CRM is embodied by two robust features in Stride ERP; they include the Client Administration module and Sales Hub. These features function to ensure that client relationship is optimal in an organization.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-499968f5 wp-block-buttons-is-layout-flex\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/div>\n\n\n\n<h6 class=\"has-text-align-center wp-block-heading\">WHY CHOOSE STRIDE ERP<br>FOR CLIENT RELATIONSHIP MANAGEMENT (CRM)?<\/h6>\n\n\n\n<ul class=\"wp-block-list\"><li>Conduct all dealings involving servicing, marketing, and selling your products and services to your customers in an organized and systematic way.<\/li><li>Provide better service to customers through an improved understanding of their issues.<\/li><li>The more knowledge your employees have the more empowered and engaged they are.<\/li><li>Optimize the customer experience by sharing customer data between different departments to enable you to work as a team.<\/li><li>Improved ability to cross-sell. The more you know about your client&#8217;s needs and wants the better able you are to provide the solution to their next problem.<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator alignwide\"\/>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\"><iframe loading=\"lazy\" title=\"How To Create A Client&#039;s Profile | Stride ERP.\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Tc02shgO0cw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">Stride ERP CRM features:<\/h5>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/11\/Stride-CRM-e1667402488447-1024x538.png\" alt=\"\" class=\"wp-image-1123\" srcset=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/11\/Stride-CRM-e1667402488447-1024x538.png 1024w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/11\/Stride-CRM-e1667402488447-300x158.png 300w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/11\/Stride-CRM-e1667402488447-768x403.png 768w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/11\/Stride-CRM-e1667402488447.png 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><sub><sup>&#8211; CLIENT MANAGEMENT<br>&#8211; QUOTES &amp; INVOICING<br>&#8211; CAMPAIGN MANAGEMENT<br>&#8211; TEAMS &amp; COMMISSIONS MANAGEMENT<br>&#8211; ORDER &amp; RECORD MANAGEMENT<br>&#8211; EVENT MANAGEMENT<\/sup><\/sub><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><sub>Stride ERP integrates various client-specific functionalities like client profiles, transactions, files, notes, invoicing (including a payment plan, refunds, and auto-notification on invoice status and reoccurring service), client&#8217;s orders (in product or service), order status (pending, delivered, canceled, etc.), and many others, to provide a unique experience in client management. The Project Administration module on the Stride ERP performs functions such as budget building\/management, risk analysis, scheduling, phase tracking\/management, and project lifecycle management, among many others.<\/sub><\/p>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns has-ast-global-color-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><strong><strong><strong><strong><strong><strong><strong>Client Invoice<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><sub>This is where invoices are created for all client jobs. These invoices can also be printed out and given to clients. This feature allows payments and refunds to be made on invoices.<\/sub><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\"><iframe loading=\"lazy\" title=\"HOW TO CONVERT AN ORDER INTO AN INVOICE | STRIDE ERP\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/TqHuoJVio1E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption>HOW TO CONVERT AN ORDER INTO AN INVOICE<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns has-ast-global-color-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><strong><strong><strong><strong><strong><strong><strong>Subscription Billing<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><sub>All services subscribed to by clients are recorded here with details of the billing structure and duration it covers.<\/sub><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns has-ast-global-color-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><strong><strong><strong><strong><strong><strong>Comprehensive Client Information<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><sub>The client&#8217;s information is captured and recorded here. There are also options to edit the information.<\/sub><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns has-ast-global-color-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Client Profile<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><sub>Effectively manage your clients with Stride CRM. You can: create client profiles, place orders on the fly, automatically send invoices via email, download, print, or send via other file-sharing platforms, and record\/view transactions.<\/sub><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns has-ast-global-color-7-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Send Online Invoice<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><sub>Sending invoices to your customers via Stride boosts your customers\u2019 satisfaction by providing a payment flexibility option. You can access Stride on any device and send multiple invoices in a fraction of the time.<\/sub><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator alignwide\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/04\/Stride-Clientele-1.png\" alt=\"\" class=\"wp-image-478\" width=\"1200\" height=\"86\" srcset=\"https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/04\/Stride-Clientele-1.png 1004w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/04\/Stride-Clientele-1-300x22.png 300w, https:\/\/strideerp.com\/events\/wp-content\/uploads\/2022\/04\/Stride-Clientele-1-768x55.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption>Join <strong>Over 10,000 Users<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Experience the difference. We have just what your business needs. Come experience the future of business automation in Stride ERP.<\/strong>&nbsp;<strong>We are not competing, We are taking over!<\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-right is-layout-flex wp-container-core-buttons-is-layout-765c4724 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/strideerp.com\/events\/human-resource-management\/\">&lt;&lt; BACK<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/strideerp.com\/events\/manage-inventory-and-assets\/\">Inventory and Assets >><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>MODULES | Client Relationship Management WHY CHOOSE STRIDE ERPFOR CLIENT RELATIONSHIP MANAGEMENT (CRM)? Conduct all dealings involving servicing, marketing, and selling your products and services to your customers in an organized and systematic way. Provide better service to customers through an improved understanding of their issues. The more knowledge your employees have the more empowered &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/strideerp.com\/events\/client-relationship-management\/\"> <span class=\"screen-reader-text\">Client Relationship Management<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"plain-container","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"class_list":["post-1270","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/pages\/1270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/comments?post=1270"}],"version-history":[{"count":3,"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/pages\/1270\/revisions"}],"predecessor-version":[{"id":1405,"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/pages\/1270\/revisions\/1405"}],"wp:attachment":[{"href":"https:\/\/strideerp.com\/events\/wp-json\/wp\/v2\/media?parent=1270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}