Customer Management Software
In tough times those that service customers the best stand among the rest.
ERP123′s Customer Management software is the tool that can take you to the next level in customer service.
In today’s competitive world you must provide an exception customer experience or your customer will do business somewhere else. Customer service means more than simply delivering on time. Companies that understand how to service their customer also understand how to grow their business. You will be measured on your ability to respond in a timely manner to their needs, and track their concerns and issues.
IntegrateIT understand that customer service means different things to different companies. This is why ERP123 contains a variety of different modules that can be employed to assist your the customer management process. These modules that provides everything you will need for a superior degree of customer service. From the time you first meet your client to the time when you receive their payment, ERP123 will provide fast, efficient processing so that your customers get the answers they need quickly and efficiently. There are seven significant sections in ERP123 that pertain directly to Customer Management. These are as follows:
Customer Relationship Management – CRM
Give your sales team the edge they need to stay one step ahead using ERP123 CRM software modules
- Multiple, detailed contacts
- Default messaging associated with system documents (acknowledgments, invoices, p.o.’s.)
- Correspondence and event tracking with reminders
- Real-time statistics for open orders, open AR, YTD sales, open P.O.’s, open AP
- Track the specific product types each customer is interested in
- Use the categorization mechanisms to create and monitor sales funnel activity
- Control and mine your data from cold calling activity
CRM is more than just sales, it can also aid other departments in the organization. Purchasing can have information and comments on new vendors, accounting can track and manage confidential correspondence with both customer and suppliers. As with many parts of our software use the CRM software modules as much or a little as you need but feel confident knowing whatever you want the CRM software to do, is possible.
The beautiful thing about integrated CRM software is it allows you to convert contacts into customers and/or suppliers with the click of a button, no re-entry needed. It also allows for exceptionally easy communication both externally and internally so your staff can focus more time and energy on there job and not paper work.
Stay connected with your sales staff and your customers in a way you can measure. With the ERP123 CRM software modules leads don’t slip through the cracks, issues don’t get lost and your people save valuable time. Take a look at some screen shots and see the power and flexibility of these CRM software modules.
Estimating
ERP123′s Estimating software modules allow you to streamline and integrate the process behind creating estimates and sales orders.
Small Business owners and managers who spend a lot of time quoting new jobs need tools to reduce the turn around time of estimates, as well as mechanisms to quickly create and convert estimates into sales orders. Double entry, tracking changes or calling up old quotes can be a problem in environments that do not have estimating software to help organizations with these processes. ERP123 estimating software modules are naturally integrated with the rest of the package so the flow and management of information becomes extremely easy and efficient.
Where costed estimates are required prior to quotation nothing beats the ERP123 Estimating software module. Estimating involves costing the materials, labour and overheads required to perform a job. In addition estimates contain the customer, pricing, terms, and currencies.
Use templates to quickly insert bills of materials and routing’s or create them from scratch ERP123 Estimating software modules give you the flexibility you need to get the quote out to your customer quickly with out too much effort.
Estimate multiple quantities at the same time, key in margins, set a fixed price, track all revisions everything you need to create a costed quotation. Once your estimates are complete you will link them on your quotation, add additional comments and verbiage, and print a quote. In addition our Estimating software modules are perpetual, once you make an estimate it stays in the data base forever, waiting to be recalled and copied or examined.
Whether you need detailed estimates or generic estimates with little detail this Estimating software gives you all the tools necessary to provide your customers with timely accurate quotes, not to mention making the life of estimators a lot easier.
ERP123 Estimating software, as with all modules in the system can be modified to fit your industry or company specific needs. That’s right, business owners and managers can create an estimating module that is specific to their needs. this of course creates an environment where all estimators are using the “company defined” process of estimating.
To take a closer look at ERP123′s estimating software modules click on the screen shots below to enlarge them or also click on the QuickVid link for a more interactive look at Estimating.
Sales Order – Quotation Entry
Sales and the management of customers are crucial to your business, get the sales order software you need to succeed.
When it comes to Order or Quotation Entry ERP123 covers all the bases. The system provides a variety of different sales order modules that can be utilized depending on the characteristics of your business. One of our sales order software modules will be right for you. Each of these modules allow you to effectively enter, print, and manage your quotations and orders.
Sales Order – V5
This is our high volume sales order software is an ultra efficient sales and quotation processing module. It is typically used in distribution-based or repetitive manufacturing business types. It provides a grid-based format that is easy to understand and navigate. Enter orders directory or first enter them as a quotations and then convert them to an order with the push of a button
Take a look at the QuickVid for a tour of Sales Order Software – V5
Sales Order – Configurator
The ERP123 Sales Order – Configurator module is typically used in custom or project-based manufacturing businesses. This sales order software module is used where order or quotations are of a more complex nature. It fully interfaces with the ERP123 Estimating module and also contains our list-based Product Configurator. The configurator can be used to assemble and price products by using a base configuration for the product and then adding or subtracting features. This supports catalog systems based on features/options nomenclature.
While slower to use then SO-V5 this sales order software module provides an exception degree of extensive functionality if and when you need it. Enter quotes or orders, convert quotes to orders, and reference the associated cost estimates. This module is ideal or “mixed mode” manufacturers.
This module also supports milestone-style quotations and orders for use in Project Management environments. This sales order software module is preferred by our most complicated project-based clients.
Point of Sale
The ERP123 POS system is used where “cash register” style functionality is required. This sales order software module allows you to select items, price them, produce an invoice and accept payment. All inventory management activities such as shipping are automated.
Sales Order Retail
For those business that require cross functionality there is Sales Order Retail. This sales order software module combines all of the distribution-based features of Sales Order – V5 with our Point of Sales module. This is ideal in businesses where a significant volume of orders involve direct counter-sales. Using SO Retail you can process orders just like POS but, in addition, you can also back order items. This module works with both Contract Pricing tables and Standard (catalog) pricing.
Order Control Center
The Order Control center was developed to service custom and project based companies. This interactive screen allows managers and users to easily view the status of jobs or projects, as well as execute any system tasks for that job. Work order receive, purchase order creation, receivables, review, shipping, invoicing. Everything from one screen, customer service job management has never been easier.
Pricing Management
ERP123 provides a wide variety of pricing mechanisms that support the typical needs of manufacturing, distribution, and service-based business types. Features include:
- Multi-currency pricing assigned by customer
- Contract pricing with multi-quantity breaks
- Standard catalog price (one per currency) with customer discount classes
- Ability to construct a hierarchy of contract pricing tables
- Limited time specials
Special pricing abilities can also be achieved where necessary. Ask us about it today!
Shipping/Picking
Standard Shipping
The ERP123 Shipping system is used to process shipments against your Sales Orders as products or services are delivered. Using the shipping module can produce a variety of documentation including packing slips, bills of lading and export documents. Features include:
- Automatic back orders
- Bar-code scanning ready with support for ANSI standards
- Lot and serial control support
- Unit of measure conversion
- Carriers, freight sales/costs
- Weights and measures
Order Picking
For the more sophisticated warehousing/distribution environment we provide ERP123 Sales Order Picking. Using this area of ERP123 to manage and print consolidated pick lists that will improve the efficiency of your warehouse and reduce pick cycle times. Picking supports intelligent inventory location controls with multiple bins and warehouses.
Sales Reporting
Sales reporting needs are different from company to company. Flexibility in creation of reports and the ability categorize things easily gives users everything they need. Our hard coded reports handle most of the standard needs, all with drill down capability. It is the super query modules that allow you to create views and mine the data in any way you want to view it. If all else fails we can create reports specific to your needs. If you have the capability you can buy infomaker and make them your self, export the data to excel. With ERP123 sales reporting has never been easier!
Customer Document Management
There are a variety of documents that the system will provide associated with the Customer Management Loop. These include:
- Quotations
- Order Acknowledgements
- Packing Slips and Shipping Documents
- AR Invoices
