Account
Management
Account Management provides complete visibility of
a company’s relationship with its customers
and suppliers. Instant, company-wide access to detailed
data allows a business and its employees to maintain
extensive knowledge of key accounts. It also facilitates
various departments in working together to deliver
excellent customer service. Access to information
ensures complaints and incidents are dealt with promptly
and appropriately.
Contact Management
Contact Management provides visibility of a company’s
relationship with its customer and supplier contacts.
Provides instant, company-wide access to detailed
data, allowing a business and its employees to maintain
extensive knowledge of key contacts.
Activity Management
Activity Management allows the scheduling of events,
assigning tasks, coordination of meetings and accessing
other peoples task lists. All account and contact
related activities are tracked and managed with clear
ownership and therefore accountability. This level
of accountability ensures responsibilities are clearly
defined leading to an increase in efficiency and the
insurance that timely actions and follow-ups take
place.
Additional Features with Protex ERP Integration
Credit Enquiry
Credit Enquiry takes information form the credit enquiry
facility in Protex to provide an instant and up-to-date
view on a customers credit status. As information
regarding credit is changed in Protex the information
is immediately recorded in CRM as a note against the
relevant account/contact. Users can subscribe to an
alert system, so as credit information changes a message
pops-up to alert the user of the change.
Sales History Enquiry
The sales history enquiry gathers information from
the Sales Order Management and Distribution areas
of Protex to display the following information with
a comprehensive search facility: |