Customer Contact Management Overview

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: