Complete Contact CRM. Your Distribution Business NEEDS Complete Contact Management (Click to change screens). Complete Contact CRM. Automation Easy To Use Revolutionary Complete. Complete Contact CRM. Automation Complete Contact CRM Automates several of your mundane, repetitive tasks.
Your Distribution Business NEEDS Complete Contact Management
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This is your Open Requirements List
The IE icon tells you that the Requirement is a “WebReq” automatically imported by
Complete Contact CRM
Blue letters tells you that it has one or more Vendor Auto Response Quote/s
Automatic Vendor Ratings are available wherever you need the right information to make a decision.
This is what happened while you were sleeping:
The customer entered the requirement on your web site,
The system imported the requirement automatically into the database,
The system checked that this was a AQS (Automatic Quoting System) qualified customer.
The system then, emailed an RFQ to the vendors that you have configured (or qualified) to be included on the AQS.
Another visual cue is the green “I” which means it is the vendor’s inventory.
Vendor Auto Responses also get the IE icon.
Here we see a sample email as received by a vendor. The Broadcast Email was sent by the system automatically to all your pre-qualified vendors that you chose to include on the Automatic Quoting System
This header text as well as the footer is fully customizable by you.
When the vendor clicks on this link it will be sent to your RFQ Auto Response Page
Simple One-Click No Bid Button Broadcast Email was sent by the system automatically to all your pre-qualified vendors that you chose to include on the Automatic Quoting System
While they are here, they could quote on your other Open Requirements
This is a sample RFQ Auto Response Page.
It is fully customizable so it will blend completely with your own web site theme.
Once the vendor enter all pertinent information as Quantity, Price, Delivery, if it is in stock, date code, etc. the Vendor Quote will be entered automatically and in Real-Time when they click on the “Submit RFQ Response” button.
When you get to the office in the morning you have quotes from vendors for requirements that you didn’t even know that you had.
Even from those vendors that might be closed at the time you get to the office, but they were open at the time that the requirement arrived.
So you saved a day in time. You can now Quote your customer…
Standard Menu Bar from vendors for requirements that you didn’t even know that you had.
Visual cues, like icons and coloring are use throughout the program to make it easier for you to identify data at a glance.
Single toolbar works the same for all screens.
Familiar User Interface like Windows Explorer, or Outlook, guaranties you that your users will get up and running faster.
The system tells you if this vendor has been emailed or faxed so you don’t contact the vendor for the same requirement more than once.
Automatic Vendor Ratings from vendors for requirements that you didn’t even know that you had.
The system automatically calculates the success rate of a vendor based on the vendors order history. This feature like all Complete Contact CRM features operates on Real-Time.
If you need more information to make your decision you are a click away from More Vendor Information showing you a more in-depth view of the selected vendor’s statistics.
Fax or Email RFQs to your vendors with one click
Standard Editing (Yellow) popup makes data entry easy throughout the program.
Simple One-Click Technology allows for fast creation of documents without retyping.
Just select the lines you want to use for the Quote and click on the create quote button (Create Q)
All email templates are fully customizable with logos, graphics, links and whatever you can do with any html email system. You can even customize which columns and details to show.
Or if you choose to send emails as plain text, they look great too.
Type your customer requirement and press enter graphics, links and whatever you can do with any html email system. You can even customize which columns and details to show.
Quickly find your customer when you receive the phone call
Your inventory shows up on the list
Simple and Comprehensive
Quote From Inventory Screen.
Allows you to quote inventory to your customers in record time.
Inventory lots detailed information displays as you select different inventory items
Edit the Quantity and Price that you are quoting your customer
Click on the “Create Quote” button and the system will create the quote for you and have it ready for you to just click on the email button and probably the Quote is at your customer’s computer screen before you hung up the phone
Select the inventory you want to quote
Click on the “Add” button. Add as many items as you want to the “New Quote” list
If you want to attach a picture to this receiving lot record, just click on the “Capture Picture” button.
Then “Receive” record, just click on the “Capture Picture” button.
And the picture gets attached to that record forever.
When ready click on “Add”
The system then will show a preview of the image that you want to capture.
This is the Discrepancies Screen. record, just click on the “Capture Picture” button.
I will show you one of the uses and how the Document Management System can, and will, help you.
The Attachments tab tells us that we have to two attachments.
Visual cues let you know what the discrepancy is.
You can “Open,” “Add,” “Edit” or “Remove” attachments
Attachment of the Technical Specs (*.pdf file)
Attachment of a picture (*.jpg file)
If you choose “Open” while the picture line was selected, the picture opens up.
If you choose “Open” when the Technical Specs line was selected, then the PDF document opens up.
To a discrepancy, you attach all the documentation that helped you resolve that discrepancy.
The next time you have the same or similar discrepancy, you can refer back to all those technical documents that it took you a few hours to track down last time.
Now you are saving time; and time is money…
You can do the same for other screens, reqs, contacts, vendors, customers, employees.
With the Document Management System. You can file applications, specs and other technical documents, images of checks, etc. basically anything that can be place on a computer file, can be saved and organized with this simple to use system.
Should this be on the Easy To Use section?
Predefined access rights. selected, then the PDF document opens up.
NOTE: Even when you allow full access, the system has another layer of security that wont permit deletion of critical and historical data.
Complete Contact CRM has a Multi Layer Security System
You can set access rights to different screens.
Security can be managed by Templates.
Should this be on the “Simple” section?
You can easily manage predefined security templates or create your own.
You can specify access rights by individual screens per user.
Even when a user has full access. The system in the background logs every action, so if someone changes a phone number, you can look at the Activity Log and find out not only who did it, what day and time, but also what was the previous phone number, or whatever data was changed.
As always the system helps you focus on the data that is relevant by highlighting changes with a different color.
Click on the Audit Trail tab.
Find and select your part number.
The Inventory System needed a more detailed Audit Trail, so it got one.
Every change in the system that affects the inventory database gets log on a special audit trail that you can access from the Inventory Screen.
All changes to the inventory file, wherever they happen get posted here.
If you need more detail, double-click on any line to see the “Audit Trail Details” box.
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