Customer Classes: Classify customers to automatically set pricing rules and margins. Pricing is accurate for accounts of any level.
Multiple Contacts: Beyond the basics like names and phone numbers, define shipping and billing addresses and more that are automatically added to the order with the customer.
Sales Teams: Give your key players access to the account by assigning the sales rep, project manager, account manager, and customer service rep.
Multiple Addresses: Complete address details including designated ship-to, bill-to, first-party, and third-party addresses that are automatically added to orders to enforce proper usage and prevent mistakes.
File Attachments: Store files directly in the customer profile to easily access artwork, applications, certifications, tax certificates, or any file you can attach.
Pricing: The system automatically applies the rules you set for customer-specific pricing, volume-based pricing, profitability, and more.
Billing: Set billing terms, when to invoice, overrun rules, underrun rules, and more on a customer-by-customer basis.
The shipping address, method, charges, and timing can be set for each customer and automatically applied.
Territories and Markets: Assign customers to geographic regions, industries, and markets for focused analytics and reporting on sales success.
Customer Groups: Link multiple accounts into customer groups to track franchises or regional sales.
Properties: Add the information that makes your CRM unique. Track and group customers with the criteria you create.
User-Defined Fields: Take your customer relationships to the next level with trading partner integration. User defined fields hold codes for EDI and PunchOut integration.
Marketing Source Codes: Know where your successes come from. Track customers and contacts to their source to determine the ROI of marketing efforts.
CRM data flows to presentations, quotes, orders and more for less re-keying and more accurate orders ready for immediate processing and faster turnarounds.
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.