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.
Shipping: 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.
Full Integration: CRM data flows to presentations, quotes, orders and more for less re-keying and more accurate orders ready for immediate processing and faster turnarounds.