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Customer Data Module

This contains a profile of your customers, which can be built partly from your current customer data files, but what else goes in here is decided by your needs to be aware of how your customers behave, how they make use of your business(es) and how you categorise each customer. Data from this module can be transparently used by any other module, for example the address for product despatch. Customer Data can be localized for currency and selected data fields can be entered in the local language.

Customer Contacts Module

Tracking your contacts in each of your customers businesses,this module monitors who to deal with for management issues, sales, purchasing or technical. This section can include personal information which supports business selling strategies.

Call Reports Module

Each Account manager can report on the outcome of Calls, Visits and Meetings with your customers. Built in here is the ability to enter customer requests which can be read by Labs. The Call report Module becomes a key tool in measuring effectiveness of sales and also provides information on how realistic customers are about their ordering time-scales.

Complaints Module

If your customers have problems with your products or support and sales then this module will track complaints. As you add complaints, you can share these with technical staff to help resolve them.

Sales Module

Each Account Manager can add sales to the system. This allows the user to track data related to what leads convert, what companies buy most frequently, and which are most demanding of support but least productive for your business.