Marketing: Customer Relationship Management (CRM)
Dynamic Customer Information Database
All information is on your computer, at your fingertips even if the Internet connection is not working. (Data is not stored on the Internet; it is secure on your computer.)
Primary customer information, you have the ability to store different names in the same household, many phone numbers, multiple email addresses, different Shipping, and Billing contact information, Order History and Additional information management including powerful user defined customer notes and lookup categories. Perform sophisticated searches across any captured customer data field.
Marketing Programs, Contact Management, Sales, Order Entry, Distribution, Accounts Receivable and more!
Our customer search is flexible and fast. A customer can be found or grouped by almost any field in the database. From the customer search screen you can maintain your customer information. Search for a group of customers and create a single order and apply it to that group, quickly a list is created. Multiple functions can be done with their email address, mailing, shipping, or billing label information.
Generate lists and improve tactical marketing efforts. Take advantage of the ability to search for customers and information using a wide variety of criteria. A few examples include:
- Purchase of particular wine or type of wine
- Order date or date range
- Geographic region
- Futures buyers
- Customer information (name, address, phone, email, etc)
- Sales person with date range - a great for managing employee incentive programs.
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