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