Dan Patton - Drees Wood Products, Inc.


ICIM®ERP Software
CRM
ICIM CRM is integrated with the rest of the ERP package. There is no interfacing or downloading of data required so complete up to the date information is always available. By providing a “customer centric” view of all data collected in ICIM, it is easy to analyze and keep track of your customers. Keeping track of your prospects and quotations provided as well as a complete contact log helps you win new customers by making sure the information needed is tracked. CRM gives you the advantage of seeing a complete profile of your customer along with history, preferences, and buying patterns at the click of a button. Highlighted Features of CRM
- Tracking customers
- Searching customers
- Milestones
- Customer sales history
- Booking data
- Quotes
- Open status orders
Highlighted Benefits of CRM
- Marketing information
- Buying habits
- Keep tabs on prospects
- Generate sales trend and analysis reports
- Have a complete customer profile at your
fingertips
Customer History
Metasystems ICIM CRM is author written and directly integrates with the entire ICIM ERP Business Software. Real time information is immediately available to you. Would you like to see the trend of sales over the past twelve months, past ten years, last fifteen weeks? Our flexible sales graph can give you this information at the click of a button.Information about sales, bookings, quotes, and A/R balances is available directly from the CRM screen. Drill-downs to more detail within any section is immediately available.
An event log is easily viewed which gives the chronological history of every transaction or contact with the customer. Everything from contact log occurrences, quotes, booked orders, shipments, invoices, payments and RMA’s are presented in chronological order.
