RELATIONSHIP MANAGEMENT

Up to date information on customers, suppliers and partners is essential for any organization. The customer relationship management (CRM) module helps manage your current relationship and to recruit new customers. The entire sales process is supported, from initial contact to prospect, quotation, purchase order, invoice and payment. Because everybody works on central database the information is up to date and you can track changes.

Digital file: Everybody has access to up to date information on persons and organization from any location. You can review outstanding quotations, orders and invoices.

Mailings and surveys: The survey module enables you to track customer satisfaction and get feedback on new products and services. You can make a selection of contacts and automatically send a personalized mailing.

Track interactions: Interactions such as phone calls, letters, visit reports and meeting minutes can be stored. For each interaction you can define tasks and get an overview of outstanding tasks.

Lead management: You can track leads and enter the order amount, chance of success, expected decision date and commissions to resellers. This way you can quickly get an estimate of the sales pipeline per customer, partner and account manager.

Quotations: You can create quotations and send quotations per email. By using workflows you can ensure that the quotation process is carried out in a consistent and structured way.

Visitors: You can enter the expected arrival time, location and person to visit. You can assign a parking place, issue batches and print overview of visitors per building.

The module can be configured for each user group by setting access rights to fields and functions. You can also define your own processes for modifying or creating data by defining custom workflows. Specific functions for your organization can be implemented on request.

FEATURES

	Digital file Contacts Photos Documents GPS coordinates Interactions Financials		Leads Items Prices Discounts Margins Probability Period		Integration LDAP Intranet FTP in/out Email in/out Stylesheets Web services
	Mailings HTML newsletters Business letters PDF Personalization Survey forms Word documents		Workflows Interactions Request for information Quotations Purchase orders Invoices Complaints		Reporting Word templates Sorting and grouping Graphs and charts Digital dashboard Email reports PDF, HTML, XML
	Surveys Open questions Choice questions Email Reminders Analysis Export to excel		Visitors Name Organization Car Parking Date and time Print batch		Management Custom fields Categories Industry codes Cost centers Data cleanup Deduplication