Customer Relationship Management
Feature and functional capabilities are highly customisable according to the customer operations. DISTRiX allows maximum flexibility beyond the scope of this document.
The CRM module can be automatically populated with data sourced from data originating from the sales order and sales ledger modules, thus decreasing manual data entry.
Obtain a global or site level view of your customer base. Manage customer contacts and responses through data automatically populating the CRM module from the sales order desk. Link the sales ledger data to the CRM module for the management of sales staff performance measures.
Track and analyse customer information and account progress with customer history and outstanding action lists. Manage promotions and sales activity and mailing / telephone activity.
Contacts and Customers
Your market is populated with organisations and idividuals of interest to you. Some are already customers, others you wish to develop into customers via regular contact.
Manage your Contacts
* mailing parameters
* dates and frequency
* analysis method
* journal text
Customer Sites
Perhaps you deliver to national branches but invoice a single head office. DISTRiX allows you to define your customer as both a single and multiple site
Customer Contacts
Know your customer as people:
* Primary point of contact
* other contacts
* positions
* locations
* narrative text
