Customer Contact Management Overview

Customer Contact Management Overview Information Guide

The tools offered in the Customer Contact Management menu provide the ability to:

•categorize customers by defining and assigning Profile Classes and Codes within the classes in Customer Contact Information, or by setting Default Profile Codes according to the primary customer Type

•store follow up comments and notes for individual customers by date to trigger timely email reminders to the Salesman and/or division contact.

•generate customer lists based on Customer information, Follow Up Dates & Comments, Profiles, Revenue, Product usage, and Competitor indicators, using the Selection Criteria utility.

•export selected customer information to an Excel spreadsheet for further analysis or data manipulation

•print reports for selected lists of customers, including Print Selected Master List, Print Selected Telephone List, and Fax External .PCL Files

Setup:
 The setup tables on the Customer Management tab of the Configure System Settings that are used by this Customer Contact Management module include:

Profile Classes
 Profile Codes
 Customer Types -> Default Profile Codes
 Follow Up Auto Email
 Contact Titles
 System Assigned Follow Up
 Competitors
 Competitor Reason Codes
 Customer Motives

Topic Keyword: CC00