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:
Topic Keyword: CC00