Your Customer base is your most valuable asset. Benefit from past experience by having detailed information on your Customers' individual requirements at your fingertips. Build stronger relationships by efficiently processing and managing sales orders - vital to Customer relations and business growth.

CRM & Telesales

Build targeted telephone, mail and e-mail campaigns using a single database, covering both your customers and your prospects. Access Prospect Manager includes field labels that can be personalised to match your own company or industry terminology and pop-up lists for validating data entry. Campaign data sets can be compiled using any search criteria, including lead source, status, territory, sales person and next action date.

New prospect records can be generated automatically, using data imported directly from your web site. And when you build your estimates and quotations, prices can be drawn directly from your price lists and stock control. Once sales orders have been received, converting prospects into customers takes just one click and you do not lose any contact history. Each record includes space for free-format notes and automatic date stamping is standard.

Sales Ledger

Here are all the tools you need to profit from past experience and build stronger relationships with your customers. Customer turnover can be viewed instantly, for up to 39 periods, and each customer record will hold an unlimited number of contacts, addresses and attached documents. User-definable sort keys give you the power to select, sort and sub-total sales data using any criteria you wish.

You can view transactions and outstanding orders for any period, and reprint sales orders or invoices at will. A pop-up window displays the profit value and percentage margin for each customer, and a complete allocation history is also provided. Advance payments, part payments and deposits are handled with ease.

Credit Control

Chase debts with the minimum of effort. A single user-friendly screen is used to build chase lists and to display all relevant customer information, including credit limits, outstanding invoices and contact details. Copy invoices and statements can also be viewed from this screen, and sent directly to debtors by fax or e-mail (XML or PDF formats) while you are talking to them on the telephone. Collection notes are updated and date stamped automatically.

Individual transactions may be flagged as 'in dispute' or have their anticipated payment date revised. A warning is given whenever customers exceed their credit limits and an automated routine can be used to review customer accounts and place them on or off stop. The system will anticipate future cash flow, based on actual bank balances and average debtor days (using each customer's payment history and performance).