Customer Management  |
|
 |
Centralized Customer Database |
|
|
A centralized customer database means that customer accounts can be
shared across the organization. A centralized database not only
speeds up the sharing of information, it also makes the transferring of
customer accounts to other sales reps easier. When a customer
account is transferred, all of the associated customer information goes
with it: Contacts, Notes, Orders, Pending Sales, Activities, etc. |
|
|
Customer Profile |
|
|
Profiles can be created for each of the customer accounts. This
means that as Sales profiles the customers, Marketing can use this profile
information to create new leads for Sales. |
|
|
Customizable Views |
|
|
Since each user can customize how his/her customers are displayed,
this makes it easier to focus on certain groups of customers, like the top
20 customers, or the past due customers, etc. |
|
|
Customer Notes |
|
|
Notes can be kept on each customer and can be shared with other members
of the team, division or entire organization. |
| Contact Management |
|
|
Centralized Contact Database |
|
|
A centralized contact database has the same benefits as a centralized
customer database. If a sales representative is out sick and his/her
backup needs to return a call to a customer contact, the contact's address
and phone number is right there readily available for the sale
rep. |
|
|
Customizable Views |
|
|
Customizable views make it a snap to find out which of your contacts are
having birthdays or anniversaries this month. |
|
|
Contact Notes |
|
|
You can use contact notes to record comments about a contact or to
record what happened at your last meeting with this contact. |
|
|
Mailing Labels |
|
|
Use the contact reports to generate mailing labels. These mail labels
can be printed or downloaded to your workstation to be used in mail merge
programs. |
|
|
E-Mail Form Letters |
|
|
Perform mail merges online. Create an e-mail form letter online
and have the system automatically merge the contact data with the form
letter so that a personalized letter can be e-mailed directly to each
contact. |
| Lead Manager |
|
|
Import Leads |
|
|
Anytime, anywhere through out your organization a user can enter a
lead. The lead can be owned by the person who entered it or assigned
to someone else for follow-up. If there are multiple leads, don't
waste time entering them manually, use the Data Import Wizard to import
they quickly and easily. |
|
|
Qualify Leads |
|
|
Use the Lead Manager to manage and monitor your leads. As you
qualify your leads you can convert them from leads to customers and
automatically create new opportunities in your pipeline. |
|
|
Analysis |
|
|
Use the online reporting to analyze you leads and determine what percent
of your leads are being converted to sales. Use the reports to
determine how well Marketing is doing at generating leads for Sales. |
| Sales Pipeline Manager
|
|
|
Track Your Pipeline |
|
|
Each potential sales can be entered an tracked through the sales
cycle. At any point in time a sales rep can see how many potential
sales he/she is working on and where each one is in the cycle. |
|
|
Reporting To Management |
|
|
You no longer need to send a sales report to management. Simply
keep your sales pipeline information current and management can run the
sales reports. Not only can management run its own reports, it can
roll the reports to any level in the company instantly! |
|
|
Ad-Hoc Reporting |
|
|
Slice and dice your data hundreds of different ways. View sales however
you'd like, by rep, region territory, customer, etc. Find top
performers, stuck pipelines, and ignored customers. Compare this
year to last year, look for trends, and review forecasts. All real
time, anytime, anywhere. |
| Decision Support |
|
|
Reporting Interface To Legacy Systems |
|
|
If you already have systems for billing, ordering, purchasing, etc. you
can use ScribeBase as a reporting interface to these systems. Each
night ScribeBase can be loaded with data from billing, ordering,
purchasing, etc. so that it would be available to the work force the next
day. This would give different departments valuable information. |
|
|
 |
The Customers Service Department would know the
status of customer orders |
|
The Sales Department could not only see daily sales,
but it could also review sales history |
|
The Marketing Department would have information
available for creating new Sales Campaigns |
|
|
|
Ad Hoc Reports |
|
|
The fact that each user can create his/her own ad hoc reports means that
ScribeBase is now a Decision Support system. ScribeBase's powerful
reports will enable you to turn your legacy system data into
usable information. |
| Order Tracking |
|
|
Order Entry |
|
|
As you receive orders via phone and fax, simply key them in to the
system. If you receive orders at multiple offices, no problem.
ScribeBase is available anytime, anywhere. |
|
|
Create Orders From Opportunities |
|
|
Once one of your pipeline's opportunities becomes a sale, you can have
the system populate the sales order directly from your opportunity
information. This saves you from having to re-enter order
information. |
|
|
Order Fulfillment |
|
|
Once an order has been placed, the system will send an e-mail alert to
Order Fulfillment notifying them that there is a new order to be
completed. Once Order Fulfillment has shipped the order, an e-mail
alert will be sent to the sale rep and the customer letting each party
know that the order has shipped. |
|
|
Outside Orders |
|
|
If your customers place orders with you every month, set them up with a
Login Account and Password. This will enable them to login to place
their own orders. |
|
|
Order Filters |
|
|
The order filters will let you view data any way you'd like: by rep, by
order date, by ship date, ordered this week, ordered this month, shipped
this month, delayed, cancelled, etc. |
| Purchase Order Tracking
|
|
|
Online Requests |
|
|
Now the Purchasing Department can receive purchase requests
online. All purchase requests for the entire organization can be
entered in one central place in one standard format. |
|
|
Purchase Approval |
|
|
As new purchase requests are received have e-mail alerts sent to
Purchasing letting them know that a new purchase request needs
approval. Once the request has been approved (or rejected) have an
e-mail automatically sent to the requestor notifying him/her of the
status. |
|
|
Status |
|
|
Use the online reports to review request status. Both the
Purchasing Department and the requestors can review the status of requests
to determine which requests are pending, approved, or rejected. |
|
|
|
