sales and distribution software

1. Fact Sheet CRM FEATURES/LINKAGE Accolent CRM Features Accolent ERP CRM Features •Create, track and manage prospect records •Set user-defined prospect types to manage prospect statuses and keep track of progress on conversion to customers •Create quotes for prospects; move prospects to customers at any time •Access to full product master and pricing to create prospect quotes just as for existing customers •Create CRM Calendar Tasks and display on a calendar, record call notes and follow up; immediate access to all transactions for the customer and the full customer record •Assign Calendar Tasks to users for follow up as necessary •Review salesperson calls and follow up •Review Sales by Customer by Product or Category and automatically assign calendar tasks to salespersons for follow up •Identify lists of customers and prospects for outbound CRM email campaigns; create graphical emails using a full HTML editor; send blast email •Track email campaigns and easily export to excel and keep records of email solicitations Overview Accolent ERP software includes powerful CRM capabilities. Create prospects that can be assigned to various user-defined prospect types. At any time, convert a prospect to a customer. Enter unlimited comments on the prospect and sort by user-defined comment type. Create quotes for prospects just as for existing customers. Salespersons can create Calendar Tasks to schedule tasks, calls and/or meetings. Tasks are displayed on the salesperson’s calendar and updated to record calls notes, meeting notes and to schedule follow up. Tasks may be assigned to other users and will appear on the assignee’s calendar. All Calendar Tasks are tracked against specificCustomers or Prospects, Contacts and Opportunities and can be filtered and searched to provide the full history of interactions. Easily generate Salesperson pipeline reportsby opportunity by close date, expected revenue, etc. Salespersons can also identify lists of Customers or Prospects for outbound email campaigns. Configure marketing emails or offers and send to the list of identified targets of the emailcampaign. Accolent ERP keeps the email campaign history which can be searched at any timeand/or exported to Excel. Requirements Accolent ERP CRM features are built-in and are standard. Linkage with a third-party Cloud-based CRM may also be possible and will need to be purchased separately. © 2017 ADS SOLUTIONS. ALL RIGHTS RESERVED V 17-823 WWW.ADSSOLUTIONS.COM