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EBS Applications Suite

CRM

In today’s highly competitive environment, an effective marketing strategy is dependent upon the quality of the comprehensive information available. The Next for Windows™ CRM System opens the door to a remarkable new concept in marketing. This System not only reports on your customer database, it provides a detailed analysis of the effectiveness of your sales force. The system allows to identify prospects within any defined territory and to track all equipment in your marketing area. The system is integrated with the Parts, Service, Customer, and General Ledger Systems

  • Sales Analysis by Territory, Salesperson, Customer, and Product
  • Customer Machine Population for Equipment Supported, Competitive or Both Integrated to Service and Order Entry
  • Call List by Salesperson for a Selected Period, Date, Type of Call, and Notes from Previous Calls are displayed
  • Sales Management Reports for Calls not made on Schedule
  • Multiple Salesperson Assignment for Customers and Prospects
  • Prospect Information includes: Marketing Division, Contact Information, Territory, Sales Call PAR, Open Date, Last Call Date and Sales Persons, Unlimited Contact Names, and Notes: Equipment Population Information by Customer includes: Division, Manufacturer, Serial Number, Inventory Group Number, Size, Dealer, Power Codes, Model, Equipment Type, Manufacture Date, Date Entered, Own or Leased, and Notes
  • Reports: Machine Populations, Competitive Sales Analysis, Call Analysis, Campaigns, Letters, Mailing Labels, Salesperson Call History, Customer Ranking, and Sales Person Itinerary
  • Mobile and Wireless Capabilities
  • Equipment Image File for Photos, Scanned Documents, Brochures, PDF’s, etc.
  • Microsoft SQL Database™

 

Click here to see more Key Features of the EBS Applications Suite

Download CRM - pdf our complete CRM Brochure (in .pdf format).

“EBS gives us everything we need to run our business.” “We don’t need a separate system for rental, dispatch, or accounting; Next for Windows offers what we need in every department.”