Empower your employees with the tools they need to give quality, personalized, and informed customer service. Our Customer Relationship Management module automates the processes around customer interaction, improving productivity and customer satisfaction. Our logical one-screen presentation delivers a wealth of customer information in a user-friendly format making it easy for your employees to respond quickly to waiting customers.
Features
Customer setup, quotes, sales orders, and credit status in dynamic screens
Record and review current and past conversations, satisfaction index, personal information, customer wish list, and competitive data in one central location
Calendar and scheduler for customer interaction and follow-up
E-mail, fax or print quotes, sales orders, invoice, and statements
Price and discount overrides during sales order creation with gross margin display
Credit limit and inventory availability warning
Put order or customer on hold
Force prepayment of order before delivery
Track price list, quotes, sales orders and open invoices for customers
Order tracking and delivery capture on mobile handhold device
Commissions tracking for sales
Links to FedEx and UPS websites to track shipping
Customer purchasing trend indicator