The Contact Manager module provides salespeople with a system to manage relationships with customers as well as prospects. It does the following:
Multiple contacts can be maintained for each customer by ship-to. Contact info includes: first and last name, position, email, business phone, fax and cell. General notes can also be kept by company, ship-to or contact.
Additional customer data includes: web page, up to 6 user-defined sort fields (e.g. industry, size, region, ABC status) and up to 6 user-defined fields for other information.
A large number of criteria are available for searching including by customer number.
Contacts are integrated with your AIMS software system. This means that while you.re accessing a contact you can also enter and review their open orders, open quotes, display sales history for the customer and then view their open A/R.
“To do” entries are also maintained. All to dos are assigned action codes (e.g. phone follow up, on-site visit) and are stored by user (e.g. salesperson) or contact. The To Do Inquiry displays a user.s to do list in calendar format with the ability to view by day or week.
Once to dos are marked complete, they update history which provides management with activity-based statistics (e.g. how many calls did Terry make this month?).
The system integrates with Order Entry, Quotations and Sales Analysis. Links are supplied to all applicable AIMS menu options