Customer Relationship Management (CRM)
Insight into your customers is one of the keys to your business success. A powerful tool that
is easy to use is a key component to adoption. Adoption is key to driving the insight you
require to achieve greater.
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"Prior to adopting BScaler as a platform, we were using four different products to do the work
that BScaler now provides us in a unified fashion. Furthermore, the integrated interface of BScaler allows us
to just stay in one browser-based application making everything available to us without having to switch back
and forth between applications."
Abdi Ahmed, Chief Technology Officer & Vice President,
NetServe Systems, Inc.
The Customer Relationship Management module integrates both internal and external information for
a full view of your customers. ERM uses this information to accurately coalesce all customer insight
for current and future email correspondence, Quotes, Orders and Invoices. Your sales organization will
have easy 24/7 access to this data and the tools that ERM provides, including:
- Lead importing and management
- Real-time account information, with multiple Bill To and Ship To names and addresses,
available credit lines, configurable customer purchase and payment history, as well as accounts
receivable and backlog information,
- Sales Contacts information manager, which includes:
- Action items and associated due dates
- The ability of Sales Management to dynamically assign Contacts to Sales Reps based on your business criteria.
- Reps can view
- customer purchase and payment history,
- accounts receivable and order backlogs, and
- Access the Customer Portal for any outstanding issues (i.e. service tickets).
- Authorized users can update Contact information, including Activity Logs, at any time;
ERM records (person, date and time stamps) this as history for audit trails.
- A Service Contacts Manager for tracking, reporting and escalating various support issues and support tickets.
- Email to contacts or other ERM users
- And more
CRM MODULES
The CRM module also provides the place for a Back Office users to connect the details of a numbered
Service Contract with the Quote, Order and Invoice that fulfill the sale for each Account.
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