Customer Service Manager

A centralized and focused portal into your prospect and customer information. Customer Service Manager is composed of the following 4 modulesManage Customers - Have a centralized and focused knowledge portal into your customer information within Sage 100 - with lots of customized extras, which will help you provide more comprehensive customer service to your valued customers. Everything you need to support your customers can now be found in one consolidated area in Sage 100. Information related to customer/contact information, key memos, open invoices, open sales orders, products owned, operating systems, training experience, registration information, warranty information, expiration dates, serial numbers, etc. - are all available with a click of the mouse. A complete Sales Opportunity Tracking system is built in with Sales Pipeline Reporting for management.Manage Tasks - Create tasks for yourself or others including Appointments, Sales Calls and Support Calls - you define the types of activities that work for your company. You can set reminders with date and time. Tasks can be viewed in a real-time window with a link to the activity, task or appointment or you can click a button to add a Task in Outlook if you prefer to have a reminder there. Manage Contacts - Quickly find a contact or customer by searching on contact information such as name, email address or cell phone number. Select the contact and you will go directly to that customer record. This is a must for anyone that wants to effectively market to clients and prospects and adds additional functionality to Email Manager. It allows you to set preferences per contact as to the method of communication they prefer, as well as the topics they are interested in. When you are ready to generate a database to send your marketing message to - you will have the added option of narrowing down your search criteria by the topics they are interested in. Manage Prospects - Two great utilities help you find duplicate prospects/customers and copy prospect/customer data from one company to another. Designed for sales and marketing teams to manage suspects and prospects in a Sage 100 company environment and convert them into your active Sage 100 customer files when the order is placed. prospecting and customer needs. Eliminate duplicate leads and quickly move prospecting information to your active customer files.