Managing orders and managing your customer relationships are really two aspects of a single function. If you don't manage your sales and order processing operations effectively, you're likely to have a hard time managing your customer relationships.
Activant Eclipse lets you do both -- by assuring that you'll always have the most current information at your fingertips. You can manage the entire lifecycle of a sale, from the moment it's quoted to the day it's invoiced. And you can deliver the kind of personalized service and support your customers deserve.
Sales, pricing and CRM includes:
Sales Order Management
With a single keystroke, counter and telephone sales personnel can instantly:
- Look up product features
- Check prices and discounts
- Schedule blanket orders
- Suggest complementary items
- Check a customer's available credit
- Review order commitments
- Check inventory availability in the central warehouse and at the branches
Sales staff can easily handle large jobs, with options for:
- Split order processing
- Direct shipments
- Blanket orders
- Lot billing
Customer service employees can look up customers, vendors, transactions, and products by virtually any descriptive identifier:
- Any part of a customer's or vendor's name, phone number or keyword
- Order number
- Customer PO number
- Shipping address
- UPC number
- Long description
- Size, color, manufacturer and more
Remote sales teams can enter orders via system add-ons for:
You can monitor customer credit status at each step in the life of an order, with up-to-the-minute information on:
- Credit limits
- Past-due limits
- Per-order limits
Plus, you can:
- Allow for multiple forms of payment -- including credit cards
- Automatically calculate sales tax and freight charges
- Create and monitor rental contract agreements with your customers
Pricing Management
Incorporate multiple pricing schemes, including:
- Customer-specific pricing
- Formula pricing
- Break point pricing
- Unit of measure (UOM) pricing
- Rebate and promotional pricing
- Pricing by list, cost and column
- Contract pricing
- Split quantity pricing
- Lot and subtotal pricing
- Branch or territory pricing
Maintain past, present and future pricing simultaneously, while the system automatically lets you:
- Calculate price points between linked channels, e.g., contractor (bid pricing) and homeowner (retail)
- Get immediate access to current and reliable pricing information
- Track price changes
Multiple cost and sell methods include:
- Average cost
- Standard cost
- Replacement cost
Customer Relationship Management
Personalize your customers' buying experience with:
- Customer-specific pricing
- Customer-specific part numbers, points and rebate programs
- Customer-specific print styles
User-defined personalization tools allow you to:
- Create your own custom reports
- Tailor your views
- Define your own screens
- Customize documents
- Manipulate your database
Intuitive account and contact management lets you:
- Answer customer questions on the spot - with instant access to complete order history records for each customer
- Effectively manage your database of customers, prospects and contacts across your organization by tracking customer activity through a single source
- Develop targeted marketing campaigns for both customers and prospects - segmented by classifications included in your database (e.g., SIC codes, sales source, etc)
For more information on Activant's enterprise software solutions, please fill out our Web Contact Form.
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