Customer Management

Overview

Financial management software provides businesses with a full suite of accounting functions to track daily financial operations and generate quarterly and annual financial statements. In addition, it provides tools for reporting, analysis, budgeting, and planning. Designed for companies with complex requirements, yet easy to use in smaller organizations, our Financial Management software is a feature-rich accounting suite, fully integrated with other product suites.

Modules

Reporting & Dashboard

Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.

Sales Automation

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with a workflow-assisted lead assignment and sales process management.

Business Intelligence

Deliver a 360-degree view of customer activities and information with full drill-down to everyone in your organization to better serve the customer.

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Service and Support Automation

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

Customer Self Service Portal

Furnish 24/7 customer access to account information, the creation of new support cases, and the latest case updates through the online self-service portal.

Product Benefits

360-degree view

Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.

Empower your customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Team Approach to Sales & Service

Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.

Improve Customer Service

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.

CRM Admin for Outlook

The add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.

Real time sync with Salesforce

We support bi-directional real-time synchronization of data between our ERP and Salesforce CRM, allowing for simultaneous work in both systems.

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