The Benefit Features
Some of the Benefit CRM solution features include:
Record of customer calls and linking calls to contacts, products and serviced equipment
Record of all interactions with customers
Detailed description of customer and contacts using customizable data fields
Definition of primary contact pers
on and method (Email, Phone, Letter...)
Identification of customers according to affiliation groups (Industry, Revenue, etc.)
Establishment of price lists according to affiliation groups and serviced equipment
The Benefit system incorporates:
Accessible from all Benefit Modules
Define and describe serviced equipment Serial numbers, manufacturer, and supplier. Pin point the location of the equipment at customers site
Create service and guarantee agreements to serviced equipment. Define billing and support methods.
Link customer, inventory and equipment records to form a complete customer service policy.
Receive work orders regarding serviced equipment and bill according to the customers service agreement / project.
Record entire customer service history and view in a single list view.
Product Catalogue and Inventory Management:
· Create a detailed product catalogue outlining serial numbers (Manufacturer and Supplier), costs, rice and bar code.
· Inventory management for every product in the catalogue specifying storage location, quantities (On hand, On order) and reorder min. level.
· Record inventory additions and subtractions through a built in interface.
Define projects linked to customers, products and contact persons.
Define project scope - Dates, Total Hours, Monthly hours, Budget
Assign employees to the project and define tasks according to project needs
Control users diaries to facilitate assignment of tasks to Employees / Departments.
Reporting and Analysis Tools:
Query builder - Build complex report from the data entered to the Benefit database:
Tabular reports - build from user selected tables and fields
Grouping reports - select grouping and height separation or page break
sum, count, average, last , first, max, min
Ability to change fonts, colors and background format
Report Generator - Build reports from a previously designed query
Personalize your own reports
Drag and drop toolbar for positioning objects on report:
Ability to run a report directly from the record view (Customer, Equipment, Agreement)
Create a central repository for sales literature and service knowledge base. Attach any documents and media files directly to any of the following records: