Activity
Tracking
The prospect/customer master database contains fields
to track every time a prospect/customers has been contacted
for any reason (phone call, mailing, etc...) Contacts
are managed by date and allow for additional information
to be linked to the entry, besides free format text.
The additional pieces of information available include:
length of time for the contact (used for time management
tracking of sales efforts), ID of person having been
contacted and status code.
Message
Broadcasting
The entire EXEControl ERP software solution allows for
event trigger points to be established. These event
triggers are very useful in keeping the sales force
up to date with their client base.
For example:
a. Prospect/customer calls while
primary salesperson is out of the office. Another
salesperson takes the phone call. Upon entry of the
contact information into the CRM software, the system
can either email or even page the primary salesperson
informing them of the phone call.
b. Prospect finally places their
first order. Upon entry of the sales order, the system
could automatically email or page the salesperson
of the fact so that the salesperson could call and
thank the prospect for the order.
Salesperson
Linking
EXEControl offers a rich assortment of ways to link
salespeople to customers/prospects. The system permits
salespeople at different locations or for different
revenue streams. When recording contact history data
the system links the text not only to a date but also
to the specific salesperson involved with that specific
event. Multiple salespeople are able to have their own
callback dates. The system even supports group sales
efforts with group salesperson codes.
Personalization
EXEControl supports the definition of additional fields
by the end users. An unlimited number of new fields
may be defined.
Customer
Profiling
EXEControl supports a simple, easy and quick to read
customer profile screen. Even though the system comes
loaded with a default set of fields defined for the
profile screen, any and all fields may be redefined
to capture/display any information that is considered
pertinent to your sales staff.
Account
Management
EXEControl offers many tools to manage a customer/prospect
account. These features tie-in with our EXEControl ERP
customer service software. Within the account management
tool-set customers are able to manage the following
aspects of a customer/prospect account:
- Name, address, phone, contact information
- Names of anyone and everyone at the customer/prospect
facility
- Names of friends and associates of the customer/prospect
- Pricing and promotions programs
- Mailing/catalog programs
- Account profiles
- Ordering assumptions such as: freight carrier typically
uses, payment currency, EDI trading definition, etc…
- Credit statistics
- Sales summary charts and graphs
- Quote, Ordering, billing, payment, service and shop
order history
- General notes & shipping/travel directions
- Shipping locations and parent location
- Correspondence history and planned follow up
- RAM and dispute resolution management
Contact
Management
EXEControl supports the ability to record an unlimited
number of contacts for each prospect/customer. Each
contact contains their own database record that allows
for fields such as title, email address, phone extension,
cell phone number, pager number and salutation. A contact
is even able to have their own unique company name,
address and phone/fax information. This feature allows
contact that don’t work for the company or from
a different location to be entered and associated to
the prospect/customer record. Contact codes may be assigned
to each contact. These codes may be used for any purpose
including mass mailing/promotion efforts. For example;
one could send a mailing to everyone coded as a CFO.
Information
Gathering
EXEControl comes with tools that allow for information
to be captured and stored via the use of most any type
of data capture technology. An example is our ‘internet
spider’ programs. These programs allow the user
to have the system go out to the Internet and look for
information. Upon accessing the information the program
returns the data directly into the CRM data files. Uses
include; pulling distance information, automatic credit
checking and supply chain pulling.
Account
Classification
EXEControl supports the ability to classify accounts
by an unlimited set of classification codes. The classification
codes are able to be table validated to ensure a finite
set of data points. These classifications may include:
prioritization, status code, segmentation, problem code,
etc.
Reporting
Tools
EXEControl comes with its own built-in report writer.
The report writing capabilities of EXEControl include;
analytical capabilities, access to all user-defined
fields, conditions, sort orders, graphing, exporting
and traditional report formats.
Time
Management Reporting
In sales, the phrase “Time is money” is
especially true. EXEControl provides means to capture
time spent working with a prospect/customer or even
a campaign. This information may then be used to make
management decisions toward future sales efforts.
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