Customer Relationship Management

I want to know everything there is to know about my customers!

Integrated powerful Customer Relationship Management (CRM) capability

Standard CRM functionality gives the ability to:

  • Manage customers, prospects and suppliers.
  • Create unlimited number of contacts for each company.
  • Automatically email documents using Evo-Mail.
  • Extract targeted lists for marketing activities.
  • Set search criteria based on financial operations.
  • Manage to-do’s which can be linked to outlook and are Critical Path Templates.

Managing customers in Evo-supply is user friendly and provides:

  • A centralised location for all customer and delivery information.
  • The possibility to export of this data to external sources such as websites and sales order scanners.
  • Improves the communication processes between sales and dispatch teams.
  • A comprehensive view and easy management of customer accounts.

Standard functionality improvements

Evo-Supply enhanced customer record features include:

  • Storing global, address specific and sales order specific comments that can be printed on pick and dispatch notes.
  • Additional credit functionality.
  • Recording customer delivery preferences.
  • Booking-in information.
  • Managing customer prices.
  • Managing post sales rebates.
  • Salesperson Commission at customer level.
  • Buying group support.

Evo-supply incorporates: