Customers
A company's success is determined by the interaction with customers. Smart-IT makes dealing with customers easier and more profitable by leveraging existing information to maximum effect.
Client management, advanced search facilities, multiple grouping levels, schedule follow-ups, mass emails and SMS etc are all standard features.
Critical accounting data such as contact's credit limit, balance, documents scanned, previous conversations and much more critical data are placed at your fingertips. Smart_it accounting dramtically improves debt collecting and
For a overview of CRM benefits and definitions we have Introduction to Customer Relationship Management (CRM) article.
* Unique to Smart-IT
Marketing Information
Sales information can be used to:
- Drive direct-mail campaigns
- Telemarketing
- Cross selling
- Up selling
- Customer comment and research data
- Mailings and promotions
- Refunds, invoicing disputes, inquiries, unresolved complaints.
- Track responses to each promotion effort.
Sales Analysis
- Frequency and number of live sales calls
- What percentage of total sales are sold this way
- How do I get quotes?
- Which reps are excelling in which products?
Customer differentiation and segmentation
- Rank customers by their value
- Creditworthiness
- Prestige accounts
- Classification of customers
- Sales and profit figures per customer
- Complete history of each contact made with client.
- Use transaction history or other data elements to eliminate customers or prospects from selected promotions.
Other Main Features
- Customer Enquiries with drill down features
- Customer Lookup with drilldown features (unique)
- Customer Receipts
- Customer Journals
- Back orders
- Contract Pricing
- Customer Relationship Management
- Sales Information
- Profit per customer
- Sales graph per customer and predictions
- Stock Information per customer
- Management forms
- Payment Allocations
- Interest charging
- Reports - Age analysis , Statements , email management etc.
- Debt collect management from age analysis form with. ….DrillDowns
- Email to Specific Debtors (depending on what they buy)
- Allocate payments and receipts directly against invoices.
