Customer Relations Management

Transcription

1 Customer Relations Management 2015 USER CONFERENCE

2 Customer Relations Management <cr> A powerful management module where you can manage your Customer and Prospective Customer accounts, as well as Create and Maintain Prospects and Customers. Salesmen are able to create and/or record activities with Prospects and Customers. Create call back reminders, update status of new or ongoing sales, set up meetings, events, and reminders using the Calendar Event Management module <cal>. Using ERP-ONE s drill down features, Sales Reps are able to view Customers past buying trends, helping to forecast sales. Quotes or Sales Orders can be easily generated from one screen. Accounts Receivable is able to Alert the Sales Rep of accounting issues with customers with a touch of a button.

3 How to Maintain Records in <cr> Creating a New Prospect: Main Info - System will generate a P# (Prospect). This can be changed if you are using your own unique P# s. Enter Basic Information. Name, Salesman, Tax Code and Terms Code are required fields. Save.

4 How to Maintain Records in <cr> Turning Prospect into Customer: To Cust Pop Up - Add Prospect to Customer Master. You can use the P#, or create a new customer ID. Select OK. CM Box will now have a check. If you are not using a template setup: There are required fields that you will need to complete before creating a Sales Order or Quote. Save

5 Highlight the Customer in the above browse to review, modify, or create records.

6 Activities- Displays Activity for the Customer/Prospect Show Activities Drop Down: All, Sent, In-Call, etc. View - View the highlighted activity in Calendar Review. Add - Add a new event in <cal> for the Customer/Prospect. Modify - Modify the highlighted activity. In-Call and Out-Call - Manually enter information regarding communication with your Customer/Prospect.

7 Quotes- Displays Quotes for the Customer/Prospect Select Open, Closed, Both. View & Modify - Opens the Quote in <oeq>. Add - Opens <oeq> to create a New Quote for Customer/Prospect. Duplicate - Opens Order Duplication Options Pop Up: Select Criteria to Duplicate the Quote. Print - Reprint/ /Fax the Quote.

8 Orders- Displays Orders for the Customer/Prospect Select Open, Closed, Both. View & Modify - Opens the Order in <oe>. Add - Opens <oe> to create a new Order for Customer/Prospect. Duplicate - Opens Order Duplication Options Pop Up: Select Criteria to Duplicate the Order. Print - Reprint/ /Fax the Order Acknowledgement.

9 Sales- Displays Sales History for the Customer View - Opens Invoice Inquiry <oeii>. Duplicate - Opens Order Duplication Options Pop Up: Select Criteria to Duplicate the Invoice and create a New Sales Order.

10 Key Info - Displays Key Information from the Customer/Prospect Master Customer Information that is modified and saved in this view will write back to the Customer Master Maintenance <cumm> record.

11 Contacts - Displays Contacts for the Customer/Prospect Add - Create a new contact. Modify - Modify an existing contact.

12 Notes- Displays Notes for the Customer/Prospect Select Ascending or Descending for your sort Select Display Notes, Print Notes, and/or A/R Notes. Add - Create a new note. Modify - Modify an existing note.

13 Write A Letter - Displays Letters previously written for the Customer/Prospect View - View the letter. Add - Opens Word to create a new letter. You can also print labels and envelopes. (setup required) Modify - Modify an existing letter.

14 Advanced Select- Advanced Searching for Customers and Prospects Select the Criteria you want to display This criteria will remain until the next time you visit this tab and make changes. Click on the Green GO. Results will appear in the upper browse. Reminder: right-click in the grid layout in the upper browse if you wish to export search results to Excel.

15 Customer Relations Management Administrative Setup in System Options Editor <xo> for <cr> cu_pr_add_cust If set to Yes, as New Customers are added to the Customer Master <cumm> they are automatically added to the Customer/Prospect Master. cu_pr_auto_del If set to Yes, as New Customers are deleted from the Customer Master <cumm> they are also deleted from the Customer/Prospect Master. cu_pr_copy_cust If set to Yes, changes made to the Customer Master <cumm> are copied to like fields in the Customer/Prospect Master. cu_pr_copy_pro If set to Yes, changes made to the Customer/Prospect Master are copied to like fields in the Customer Master <cumm>. cu_pr_default Customer/Prospect ID to use as the Template for adding New Customer/Prospects. (Recommended) cu_pr_keep_del If set to Yes, Customers/Prospects are flagged as Non-Active. If NO, Customer/Prospects are physically deleted. cu_pr_quote_cust The Customer Master ID is used when creating quotes for Prospects that are not yet actual Customers.