Customer Manager
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IntroductionCustomer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers. |
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Features
Organizations
Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts.
- Search, sort and organise your customers.
- Organisation records in Customer Manager provide the following capabilities.
- Activity Stream - Collaborate, Post and Comment on topics relating to the organisation
- Activities - Create and manage activities related to the organisation, such as reviews
- Members - Link internal staff to the organisation and define their roles (Account Manager etc)
- Documents - Search for an link documents held in Document Manager directly to the organisation
- Attachments - Upload and hold attachments against the organisation (contracts etc)
- Service Contracts (BETA) - Define service contracts, including supported items for the organisation
My Organization's
Contacts
- Activity Stream - Collaborate, post and comment on the contact record
- Notes - Add notes, and schedule call backs
- Activities - Manage activities related to each contact
- Customers (Organisations)
- See all the customers I manage
- See the split of my customers across industry sectors graphically
- Associate co-workers with customers
- Manage contacts for customers
- Manage activities for customers
- See current requests for customer (if you also have Service Manager)
- Attach files (documents etc.) to a customer organisation
- Record notes against organisations
- Have chronological view of updates for an organisation
- Schedule calls with contacts
- Send emails to contacts
- Record notes against contacts