PRIAM contact management software

contact management

functionality summary

A new generation of contact management software to manage both sales prospecting and servicing existing customers.

• Manage all name & address details, prospects, customers and suppliers
• Handles both B2B or B2C, consumers, companies and contacts
• Powerful search facility to locate customer records quickly and easily
• Nested database structure. Unlimited contacts and branches
• Integrated with the Post Office Address file for quick addressing
• Email client to send and receive emails
• Create ad-hoc template letters and emails. Mail merge data from the system
• Store and retrieve any type of document in a single area
• Record all customer interactions with a comprehensive notes facility
• Display and drill down into all transactional events

Important details/features

Basic details

• Records name and address detail, with quick addressing and de-duplication
• User definable contact details for telephone/mobile number, email address, web address
• Area defined either geographically or by for example industry sector
• Account type e.g. major account, education sector (again all definable)
• Source code
• User definable comments

Customer processing and events

Provides the customer service agent with a complete picture of the customer's details and history. Drill down into the PRIAM database to display all transaction details.

The events window displays all of the events that have taken place against a customer record. This includes:

• Details of letters or emails sent or received
• If a document or note has been added
• Details of sales orders, despatches, sales invoices and payments
• Drill down into the detail of the event.

Customer processing allows the operator to open any of the transactional based processing screens available within the PRIAM ERP system. This includes screens such as Sales Order Processing, Returns Processing, Catalogue Requests and many more. Access to these screens can be controlled and restricted by user or user group

Contacts

Recording multiple contact records is essential to both sales prospecting and CRM.

Create an unlimited number of contact records or to link existing contact records. One contact can belong to multiple companies / individuals.

A contact record has the same functionality available as a company record.

Branches

Create an unlimited number of branch records. Existing branches can be linked into the current company and one branch can belong to multiple companies.

A branch can have an unlimited number of contact records.

A branch record has all of the functionality available for an individual or company record.

Recording additional details

Create your own tables and data fields using either the Additional Details function.

Each table can contain as many data fields as you want and these can allow for multiple predefined responses e.g. area of business above. It is also possible to have view only fields which are calculations based on the back-office database record for the contact e.g. order value divided by orders over time. This is achieved through a calculator that references all of the ERP database!

Profiling

For every transaction, process or response within the system a profile can be written away the customer record.

Powerful selection criteria can be applied to segment and extract profiled data from the PRIAM database.

Letters

Automate the process of creating and maintaining letters for companies or individuals.

Letters can be created on an ad-hoc basis or via existing templates. Templates are created using the template editor or imported from existing documents.

Any data within the PRIAM database can be accessed to mail merge into single shot or template letters.

Documents

Store and retrieve any type of document in a single, easily accessible area. Documents can be filtered and viewed by date, author or whether they are incoming or outgoing.

Notes

Create comprehensive notes for all customer interactions.

Emails

Contact Manager contains an email client. Emails can be sent and received directly from Contact Manager. The email system links to any email server.

In exactly the same way that letters are handled emails can be created on an ad-hoc basis or by using an existing template.

Any data within the PRIAM database can be accessed to mail merge into single shot or template letters.

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To find out what PRIAM can do for your business get in touch:



Use our online enquiry form

Telephone: 01788 558 000
Fax: 01788 558 001