Compass Customer Service offers potent and practical Customer Relationship Management (CRM) tools to manage prospects, customers, opportunities, quotes, and sales. As part of the Compass Operations Management System, Compass Customers fully-integrates with other powerful Compass modules to provide an end-to-end Operations Management System.
Compass Customers is modern. Compass Customers lets you focus clearly on your customers by innovating the way you service their needs.
Compass Customers can easily track thousands of customers with thousands of orders day-in and day-out. You can track both individuals and organizations. With organizations, multiple Departments, Contacts, Bill-To, Ship-To, and Market-To addresses can be maintained. You can easily record all critical information and quickly recall it at any time: customer preferences, defaults, notes, activities, opportunities, quotes, sales orders, and history are logically organized and linked to the customer. Create user-defined data elements, called Properties, to record the exact information you need. The result: Superior Customer Service.
Fully integrated with Compass Inventory and the Compass Operations Management System, Compass Customers ensures the accuracy of all information on every order. From the Item ID, the product/service name, description, unit cost, total price, and customer requirements are referenced in the order.
Major Features of Compass Customer Service (optional features also listed).
Quote and Order Management
Compass Customers 7.0
Compass Operations Management System Suite 7.0
Getting started with Essent is easy. Contact us today to begin the process. An Essent Operations Management Consultant will work with you, at no cost, to begin the process of developing a solution tailored to your organization’s exact needs and budget.
Essent is the leading provider of fully-integrated business management software solutions and services for process-intensive industries and the largest trading network for the promotional products industry. The Essent family of fully-integrated products and services combines best practices, business processes, software automation, and network communications to deliver unparalleled, unified business management solutions. Since 1980, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.