Customer Management and Marketing

Comprehesive Customer records: billing/delivery addresses, email, phone contact etc  PRM SE PRM
  Store and view billing information
  Store and view shipping information
  Set Address format for international customers (i.e. UK, US etc)
  Define multiple shipping addresses for each customer
  Store and view email address, phone, fax
  Store and view birthday
  Store and view drivers license number
  Store and view title/occupation
Configure payment terms, settlement discounts & finance plans    
  Set Payment terms & finance charges
  Supports Settlement discounts
Manage orders & deposits    
  Manage customer deposits
  Manage pending transactions from customer centre
  Limit customer purchases
Additional 6 user-definable fields  PRM SE PRM
  User definable fields (up to 6) for extra detail & search/filtering
Use Customer Categories to group, manage & set defauts    
  Manage & set defaults for customer groups
  Store and view type of buyer
  Store and view sales territory (for salesperson commission and reporting)
Fast & sophisticated search, filter & export options    
  Search for customers by account number, lookup code, name, address, postcode, phone no.
  Fast partial match searching & lookups
  Apply advanced custom built filters to customer list eg view customers by account manager
  Export Filtered lookup lists to Excel, CSV, PDF, HTML
  Print Filtered lookup lists to address labels (marketing or Christmas cards)
Manage, track & control Credit limits, AR & statements    
  Manage, track & control Credit limits
  Accounts Receivable Ageing & statement printing
  Accounts Receivable payment control
  Accounts Receivable reporting
Configure & assign multiple frequent buyer/loyalty programs  PRM SE PRM
  Configure & assign multiple frequent buyer/loyalty programs
Opt-in email marketing, advanced filtering/searching for marketing campaigns    
  Automatically create a mailing list based on a selection on any combination of elements in the database (sales history, vendor, last visit, birthday, etc)
  Review sales history & items purchased history for marketing or product recalls
  Create auto-response email marketing campaigns
  Print customer labels
Assign unique contract pricing for each customer (module required)    
  Assign unique contract pricing for each customer
Assign sales tax schedules (local, EU, International)    
  Assign sales tax schedules (local, EU, International)
Provide a call history & contact log for each customer    
  Provide a call history & contact log for each customer




Key:

Standard Feature Included

Feature not Included    
Service Module feature Quotes Module feature Contract Pricing Module feature
Consignment Module feature Multi-Site Module feature