Customer Relationship Management
Kaleidoscope delivers systems for enhancing customer relationships through personalized and informed customer service. Our Customer Relationship Management module is designed to optimize customer interactions, ensuring enhanced revenue, improved employee productivity, and long-lasting customer loyalty.
Kaleidoscope helps you empower your customer care employees with the tools they need to respond quickly to waiting customers. Our CRM module provides customer-centric information displayed in a one-screen, user-friendly format, including dynamic screens for customer setup, quotations, sales orders, and account status. You can easily record and view all conversations, satisfaction indicators, and personal information on a single page, while also gaining access to the customer’s wish list and relevant competitive data in one location.
What you can Expect:
- Customer setup, quotations, sales orders, and credit status on dynamic screens
- Record and view on a single page, all conversations, satisfaction indicators, and personal information
- View customer’s wish list and relevant competitive data in one location
- Calendar and Scheduler for customer interaction and follow-up
- E-mail, fax or print quotations, sales orders, invoices, and account statements
- Product pricing and discount override during sales order creation with optional gross margin display
- Credit limit consideration and inventory availability displays
- Put order or customer accounts on hold to resolve issues
- Track price lists, quotes, sales orders and open invoices pertaining to a customer
- Order tracking and delivery schedule data capture on mobile handheld devices
- Commissions tracking on sales as applicable
- Customer purchasing trend indicator
Kaleidoscope’s calendar and scheduler allow you to efficiently manage customer interactions and follow-ups. You can also send e-mails, faxes, or print quotations, sales orders, invoices, and account statements. The module offers product pricing and discount override during sales order creation, with an optional gross margin display. You can easily track price lists, quotes, sales orders, and open invoices pertaining to a customer and capture order tracking and delivery schedule data on mobile handheld devices. Our commissions tracking feature enables you to track sales, and the customer purchasing trend indicator offers valuable insights into customer behavior. At Kaleidoscope, we empower you to take control of your customer relationships and enhance your business’s bottom line.
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