Customer Relationship Management (CRM)

XE gives you a complete view of your customer … marketing campaigns, orders and sales history, every contact with that customer, and every person in your company associated with that customer.

Your existing customers are your best and least expensive source for new business opportunities.

XE’s advanced CRM features enables you to organize your leads, all contact information and materials for marketing campaigns to earn the highest possible return on your valuable customer data.

Unlike freestanding CRM packages, XE-700 is linked to all other functions of your business, including financial data, projects and work orders, inventory, vendors. A common limitation of most CRM packages is that staff members who don’t use CRM don’t know what other people in other departments are is doing that affects a customer, such as when cross-disciplinary teams are working on a proposal or prospect.

XE gives you a true enterprise-wide view of your customers.

Features

• See all activity – calls, emails, letters, invoices, bills, alerts, pricing (by customer), all proposals generated, calendar events – associated with the customer, in Snapshots or complete views.
• Alerts can be preset for customer-specific items or issues, such as “always get PO,” “mandatory prepayment,” or customer-specific terms or pricing.
• Eliminate confusion for new employees by alerts that pop up whenever a new project or sales order is begun with that customer.
• Advanced data mining capability: Track the history of your customers, identify trends and new opportunities for additional sales.
• Create form letters, Notes and emails seamlessly.
• Create calendar events, triggers, and activities.