Common storage place for internal and external
information, which tightly connects to partner-, item-
and project handling. Integrated with the classical
businesses modules helps the internal communication
and task management.
Customer inquiry, technical fault complain or verbal agreement with a supplier, all can be managed in a structured manner. The CRM module is suitable for a large customer base and can be used for direct marketing as well.
Partner database management is made easier with a set of grouping options:
- Partner groups
- Five partner properties attributes
- Area of business (metals, agriculture,...)
- Company Registration Type (Ltd., PLC.,...)
- Activity type (manufacturing, trade, services,...)
Business assistant, sales person and record owner can be associated to each partner. Based on record ownership we can assign a set of partners to a sales person and in this way a sales person will be able to see or manage only his/her assigned partners. This is an important information security feature, for example can prevent one sales agent to list all partners and contacts of your whole business.
CRM related services:
- Contact maintenance information (customer phone call, written complain on paper, email,...)
- Inquiry register
- Preoffer register
- Knowledge-base, set of files and properties attached to partners