Customer Relationship Management (CRM) capabilities within Prophet 21 surpass basic customer information such as name, job title, address, size of the company, etc. to include shipping preferences, personal information, and any other pertinent notes.
Capabilities:
- Fully integrated with Prophet 21
- E-mail and fax directly from Prophet 21
- Track contact history
- Enter and assign tasks
Benefits:
- Improve customer service
- Access information quickly and efficiently
- Increase sales
- Reduce costs
Prophet 21's CRM functionality is fully integrated, enabling you to enter and access information seamlessly. In order entry you have access to key customer data, from past orders to notes made during previous conversations, and you can direct specifications to the engineer, quotes to the buyer, and invoices to the payables person. Information can be mailed, faxed, or e-mailed directly from Prophet 21 based on the contact's preference.
Because Prophet 21's CRM functionality is fully integrated, you eliminate the need to maintain separate databases and learn multiple software programs. Additionally, because Prophet 21's CRM functionality is inherent within the solution, you no longer have to set up separate security measures.
Covering All the Bases
Prophet 21's CRM functionality also includes alerts to remind you of impending tasks. When you login to Prophet 21, you receive a list of your upcoming tasks, and as you work with customers, you can create and assign future activities for follow up. You can check the status of a task or create a new one at any time, regardless of where you are in the solution. In addition, when a quote or contact is entered, a window automatically opens requiring you to add a task to follow-up.
Prophet 21 tracks and records activities, so you have a complete contact history on each of your customers. You can use this information to measure the activities of your sales force by determining the revenue they generate per visit, if they spend their time where the money is, if they are developing new accounts, etc.
Multiple Purchasing Agents
Many larger companies who have multiple purchasing agents now provide each one with their own credit cards. In order to keep up, your solution must allow you to credit an account with multiple credit card numbers. Prophet 21's CRM abilities allow you to store credit card numbers by contact, making it easy for you to process orders from different purchasing agents from the same company.
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