Cloud Computing CRM - the Customer Relationship Management module receives and updates information about Leads, Accounts and Contacts. ERM uses information from here in your Quotes, Orders and Invoices.

CRM - Account Info Manager

Because the BScaler CRM is part of the unified One Business Solution, it gives a very complete view of each account including financials. The BScaler Account Info Manager asks for information in useful categories, and then has a place for further relevant notes. A bit of typing now will speed your process forever, letting you work faster and smarter, not harder!

Accounts are businesses of any relationship with you, including prospects, customers, partners and investors (you configure the relationship menu). The appropriate users may edit all account information including its name and code, and they may add and remove locations.

Each account may have any number of these address types: Contact, Bill To, Ship To/Service and Service Contact.

Benefits:

  • Manage businesses of all relationship types (configurable)
  • Each account has up to five address types
  • Each account may have unlimited addresses of any type
  • Edit all account detail including name, relationship and code
  • Add and edit comment text for each account
  • Users may view and edit account info:
    • Profile details and histories
    • Contacts (sales & service)
    • Service contracts (SLA, Number, T & C)
    • Contracts due for renewal (configurable)
    • Discount categories
    • Credit Rating
    • 12 months Purchase History
    • Maximum Credit Line
    • Available Credit Limit
    • Receivables including days past due and Average paid days
    • Backlogs (inventory, recurrent charges and deferred revenues)
ERM FILE CABINET
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration

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