Easy Customer Relationship Management

Every distributor, dealer and customer in one place: profile, purchase history, preferences, concerns and every transaction, plus service management.

One place for all transactionsService management

One recordPer customer

Every channelWebsite, phone, mail, materials

All transactionsIn one place

ServiceManagement

On this page

Overview

One customer, one record

Customer

Profile and preferences All transactions and service

Every function, with a picture Frequently asked questions

Overview

OverviewOne customer, one record

Customer data from every channel, the website, telephone, direct mail and marketing materials, is collected into one customer record.

The record covers existing and prospective customers.

The channels include the company’s website, telephone, live chat, direct mail and marketing materials. The aim is better customer service relationships, customer retention and sales growth across the customer lifecycle.

Functions on this topic

Customer data from every channel: website, telephone, direct mail and marketing materials
CRM, available as a module

Customer

CustomerProfile and preferences

The profile holds personal information, purchase history, buying preferences and concerns.

Sales staff see what a customer buys and what they have raised before a visit.

The customer master behind the profile is the one sales uses: customer type, customer, billing and shipping addresses with latitude and longitude, the sales point and the company representative.

Step by step

Settings → Customer → Customer Type: add the type.
Customer: add the customer.
Customer Address: billing and shipping address, latitude and longitude.
Customer to Sales Point: assign the dock or depot.

Who uses it

Sales teamCustomer service

Functions on this topic

Customer profile: personal info, purchase history, buying preferences, concerns: Existing and prospective

Docs guide: customer address

Docs guide: customer to sales point

Docs guide: customer address to representative

CustomerAll transactions and service

One place shows all of a customer’s transactions: orders, invoices, receipts and ledgers. Customer data and service management work from the same record.

Questions are answered from the record, not from several reports.

Customer GPS locations are integrated, so the customer record also places the customer on the map used by the field force.

Who uses it

AccountsCustomer service

Functions on this topic

One place to find all transactions
Customer data; service management

FAQFrequently asked questions

Does CRM share data with sales?

Yes, transactions come from the sales module.

Are prospects included?

Yes, existing and prospective customers.

In detail

Every function, with a picture

7 functions, each with a screen or diagram you can click to open full size, and a link to the step-by-step guide in the Docs. Key features are marked in orange.