Manage the relationship Manage events Create, plan and track interventions with actions (single/multiple) Event, intervention and action histories Link to production management (PO sheets) Link to pool management (equipment sheets) Integration with job costing management Integration with purchases and sales Computer Telephony Integration (CTI) Event-driven messaging (via ERP Workflow module) Configurable alert system (customer follow-ups, overdue tasks, etc.) Mobility Send actions (customer visits, after-sales interventions) on mobile devices (laptop, smartphone or tablet) Enter data in the field (offline) and attach documents (photos/videos, signatures) Enter events (customer complaints) via a website (standard CMS) Manage resources Operators, teams, rooms and equipment (customised sheets) Operator/team/equipment/room rights and schedules Calendars and meeting planning (search for optimum time slot and participant availability) Synchronise with Microsoft Outlook® (calendars, contacts) View personal calendar and access other calendars Export to Microsoft© Excel and print calendars List of operator activities by period Manage activity requests (resource booking according to availability and release of resources) Custom statistics Call, intervention and action statistics Customisable dashboard templates Manage customer pool providing statistics on the equipment sold Manage and track warranties and extended warranties: replacement or extension, equipment loans during repair, etc. Manage maintenance contract with short- and long-term monitoring Contract profitability Statistics Manage commercial agreements Commercial cooperation and discounts, volume commitments, free item agreements, customer relationship information Commercial operations Customer offers: special offer, free item Consumer offers: New promotional tools, discount vouchers, free item agreements, sales drivers (discount, price, gift), etc. Analysis tools: Analyse late deliveries Analyse account receivables Outstanding receivables Manage batches in anomaly (guaranteed time, return on date) Monitor the competitors Manage and send customised emailing Improved CRM statistical tools (Pareto / ABC analysis) Configure survey forms (input in Web mode, on a tablet or PC)
Manage the relationship Manage events Create, plan and track interventions with actions (single/multiple) Event, intervention and action histories Link to production management (PO sheets) Link to pool management (equipment sheets) Integration with job costing management Integration with purchases and sales Computer Telephony Integration (CTI) Event-driven messaging (via ERP Workflow module) Configurable alert system (customer follow-ups, overdue tasks, etc.) Mobility Send actions (customer visits, after-sales interventions) on mobile devices (laptop, smartphone or tablet) Enter data in the field (offline) and attach documents (photos/videos, signatures) Enter events (customer complaints) via a website (standard CMS) Manage resources Operators, teams, rooms and equipment (customised sheets) Operator/team/equipment/room rights and schedules Calendars and meeting planning (search for optimum time slot and participant availability) Synchronise with Microsoft Outlook® (calendars, contacts) View personal calendar and access other calendars Export to Microsoft© Excel and print calendars List of operator activities by period Manage activity requests (resource booking according to availability and release of resources) Custom statistics Call, intervention and action statistics Customisable dashboard templates Manage customer pool providing statistics on the equipment sold Manage and track warranties and extended warranties: replacement or extension, equipment loans during repair, etc. Manage maintenance contract with short- and long-term monitoring Contract profitability Statistics Manage commercial agreements Commercial cooperation and discounts, volume commitments, free item agreements, customer relationship information Commercial operations Customer offers: special offer, free item Consumer offers: New promotional tools, discount vouchers, free item agreements, sales drivers (discount, price, gift), etc. Analysis tools: Analyse late deliveries Analyse account receivables Outstanding receivables Manage batches in anomaly (guaranteed time, return on date) Monitor the competitors Manage and send customised emailing Improved CRM statistical tools (Pareto / ABC analysis) Configure survey forms (input in Web mode, on a tablet or PC)
