Customer Service Management Software for Distributors
Accolent ERP delivers powerful Customer Service Management Software for Distributors. Keep comprehensive customer account profiles, customer account dashboards, access all of a customer's transactions and current status directly from the customer's account. Create calendar tasks and assign to others for follow up. Automatically email invoices, statements, etc., to customers using default settings.
- Extensive customer look-up and cross-reference capabilities
- Use bill-to addresses for responsible party; add unlimited shipping addresses for each bill-to address
- Extensive and extremely powerful contract pricing functionality:
- by product
- by category by bill-to
- by category by ship-to
- by category by both bill-to and ship-to
- share contract prices between customers
- set contract pricing by dollar amount
- set contract pricing by cost plus list minus a percentage
- set contract pricing by quantity break level
- set contract pricing by matrix level
- Handle vendor rebates for sales to a specific customer with deviated costing by item
- Enter and view unlimited comments in the customer record
- Store sales history by both ship-to customer and by bill-to customer
- From any customer record, easily access:
- all quotes, orders, future orders, backorders, and orders in fulfillment
- status of special order items
- invoices, sales history and prior purchases by product code
- linked documents related to customer
- customer-specific pricing on individual products
- full customer ledger card showing all unpaid and paid invoices with payment history
- See calculations for all customer discounts including price and how it was calculated
- Establish contracts for specific items by unit-of-measure with expiration date with option to support rebated cost from manufacturer
- View full account details for customers including statements and payment history or automatically print and email customer statements
- See last items purchased, suggested reorder date and quantity
- Search for previous transactions by PO No, product code, description, and order date
- Full access to all customer transactions
- Maintain multi-threaded comments by user-defined types (e.g., Collections, General)
- Ability to create Calendar tasks linked to a company (customer, prospect or other), a contact or an opportunity
- Assign specific follow-up tasks to salespersons or other users to respond to customer inquiries
- Update detailed comments on the Calendar task to record customer service request and responses
- Access a customer’s full account details without exiting the calendar task
- Sort and filter Calendar tasks by date, user contact, company, calendar description, subject, detailed comments, etc.
- Customer dashboards detailing customer sales and profitability over time
- Customer dashboard showing current sales composition by category and product
- AR Aging dashboard showing overall account and open invoices
- Extensive customer reports available directly from the Customer Account
- Detailed contact information including: business and personal emails, business and personal phone and fax numbers, mobile phone numbers, website, photographs, comments, etc.
- Easy contact lookup with multiple cross-referencing and search features
- Fax and email contacts using optional integrated fax and email system
- Designate contacts as CRM contacts for use in CRM mailings, follow-up, etc.
- Easily add new contacts on the fly
- Contacts can be associated with multiple customers and/or vendors
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Accolent ERP’s sophisticated customer service management software puts all the information at agents' fingertips to quickly update customers and improve customer satisfaction.