CUSTOMER RELATIONSHIP MANAGEMENT
I want to know everything there is to know about my Customer!
Integrated powerful Customer Relationship Management (CRM) capability
Standard CRM functionality gives the ability to:
- Manage customers, prospects and suppliers.
- Create unlimited number of contacts for each company.
-Automatically email documents using Evo-Mail.
- Extract targeted lists for marketing activities.
-Set search criteria based on financial operations.
- Manage to-do's which can be linked to outlook and are Critical paths templates
Managing customers in Evo-supply is user friendly and provides:
- A centralised location for all customer and delivery information. - The possibility to export of this data to external sources such as websites and sales order scanners.
- Improves the communication processes between sales and dispatch teams.
- A comprehensive view and easy management of customer accounts.
Standard functionality improvements
Evo-Solutionsenhanced customer record features include:
-Storing global, address specific and sales order specific comments that can be printed on pick and dispatch notes.
- Additional credit functionality.
- Recording customer delivery preferences. - Booking-in information.
- Managing customer prices.
- Managing post sales rebates. - Salesperson Commission at customer level.
- Buying group support.
