Customer Relations Managementdistone.com/wp-content/uploads/2015/02/CRM-2015FINAL.pdf · Customer Relations Management A powerful management module where you can manage

2015 USER CONFERENCE

Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell

Customer Relations Management<cr>

A powerful management module where you can manage your Customer and Prospective Customer accounts, as well as Create and Maintain Prospects and Customers.

• Salesmen are able to create and/or record activities with Prospects and Customers.

• Create call back reminders, update status of new or ongoing sales, set up meetings, events, and reminders using the Calendar Event Management module <cal>.

• Using ERP-ONE’s drill down features, Sales Reps are able to view Customers’ past buying trends, helping to forecast sales.

• Quotes or Sales Orders can be easily generated from one screen.

• Accounts Receivable is able to Alert the Sales Rep of accounting issues with customers with a touch of a button.

2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell

How to Maintain Records in <cr>Creating a New Prospect:

• Main Info - System will generate a P# (Prospect). This can be changed if you are using your own unique P#’s.

• Enter Basic Information.

• Name, Salesman, Tax Code and Terms Code are required fields.

• Save.


How to Maintain Records in <cr>Turning Prospect into Customer:

• To Cust

• Pop Up - Add Prospect to Customer Master.

• You can use the P#, or create a new customer ID.

• Select “OK”.

• CM Box will now have a check.

• If you are not using a template setup:

• There are required fields that you will need to complete before creating a Sales Order or Quote.

• Save


Customer Relations Middle Tabs & FunctionsHighlight the Customer in the above browse to review, modify, or create records.


Customer Relations Middle Tabs & FunctionsActivities- Displays Activity for the Customer/Prospect• “Show Activities” Drop Down:

• All, Email Sent, In-Call, etc.

• View - View the highlighted activity in Calendar Review.

• Add - Add a new event in <cal> for the Customer/Prospect.

• Modify - Modify the highlighted activity.

• In-Call and Out-Call - Manually enter information regarding communication with your Customer/Prospect.


Customer Relations Middle Tabs & FunctionsQuotes- Displays Quotes for the Customer/Prospect • Select Open, Closed, Both.

• View & Modify - Opens the Quote in <oeq>.

• Add - Opens <oeq> to create a New Quote for Customer/Prospect.

• Duplicate - Opens Order Duplication Options Pop Up:

• Select Criteria to Duplicate the Quote.

• Print - Reprint/Email/Fax the Quote.


Customer Relations Middle Tabs & FunctionsOrders- Displays Orders for the Customer/Prospect • Select Open, Closed, Both.

• View & Modify - Opens the Order in <oe>.

• Add - Opens <oe> to create a new Order for Customer/Prospect.


• Select Criteria to Duplicate the Order.

• Print - Reprint/Email/Fax the Order Acknowledgement.


Customer Relations Middle Tabs & FunctionsSales- Displays Sales History for the Customer • View - Opens Invoice Inquiry <oeii>.


• Select Criteria to Duplicate the Invoice and create a New Sales Order.


Customer Relations Middle Tabs & FunctionsKey Info - Displays Key Information from the Customer/Prospect Master• Customer Information that is modified and

saved in this view will write back to the Customer Master Maintenance <cumm> record.


Customer Relations Middle Tabs & FunctionsContacts - Displays Contacts for the Customer/Prospect • Add - Create a new contact.

• Modify - Modify an existing contact.


Customer Relations Middle Tabs & FunctionsNotes- Displays Notes for the Customer/Prospect • Select “Ascending” or “Descending” for

your sort

• Select “Display Notes,” “Print Notes,” and/or “A/R Notes.”

• Add - Create a new note.

• Modify - Modify an existing note.


Customer Relations Middle Tabs & FunctionsWrite A Letter - Displays Letters previously written for the Customer/Prospect • View - View the letter.

• Add - Opens Word to create a new letter.

• You can also print labels and envelopes. (setup required)

• Modify - Modify an existing letter.


Customer Relations Middle Tabs & FunctionsAdvanced Select- Advanced Searching for Customers and Prospects • Select the Criteria you want to display

• This criteria will remain until the next time you visit this tab and make changes.

• Click on the Green GO.

• Results will appear in the upper browse.

• Reminder: right-click in the grid layout in the upper browse if you wish to export search results to Excel.


Customer Relations ManagementAdministrative Setup in System Options Editor <xo> for <cr>• cu_pr_add_cust – If set to Yes, as New Customers are added to the Customer Master <cumm> they are automatically added to

the Customer/Prospect Master.

• cu_pr_auto_del – If set to Yes, as New Customers are deleted from the Customer Master <cumm> they are also deleted from the Customer/Prospect Master.

• cu_pr_copy_cust – If set to Yes, changes made to the Customer Master <cumm> are copied to like fields in the Customer/Prospect Master.

• cu_pr_copy_pro – If set to Yes, changes made to the Customer/Prospect Master are copied to like fields in the Customer Master <cumm>.

• cu_pr_default – Customer/Prospect ID to use as the Template for adding New Customer/Prospects. (Recommended)

• cu_pr_keep_del – If set to Yes, Customers/Prospects are flagged as Non-Active. If NO, Customer/Prospects are physically deleted.

• cu_pr_quote_cust – The Customer Master ID is used when creating quotes for Prospects that are not yet actual Customers.


Documents

Customer Relations Managementdistone.com/wp-content/uploads/2015/02/CRM-2015FINAL.pdf · Customer Relations Management A powerful management module where you can manage