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CRM Virtual Manager CRM Customer Review

Solentris - CRM

   Solentris incorporates a powerful CRM system to allow users to quickly review, monitor and enhance their customer relationships. Users of Solentris can reference all relevant customer information using powerful customer review tools that combine key reports from many areas of the system on one concise review screen. Summary and detailed historical sales reporting, product demand analysis complemented by complete order and invoice tracking means that any user can quickly research and answer customer queries from one easy to use screen.

   Solentris users can also take advantage of an extensive quoting and opportunity-based management system that allows for the input and tracking of potential business along with support for opportunity rankings and activity effectiveness reports.

Here are some highlights of Solentris’ CRM module:

  • Virtual Manager analysis of customer, territory and/or sales rep level business status.
  • Consolidated Customer Review screens that reference information from many key areas of Solentris onto one report allowing users to quickly identify and review all pertinent business information related to that customer.
  • A complete Opportunity and contact tracking system to allow salesforce personnel and managers to keep track of leads and business potential.
  • An integrated quoting system that links into the order management system.
  • Multiple levels of customer contact information including references between Bill-to's and Ship-to's.
  • Accounts Receivable summary status and detail.
  • Customer order preferences and shipment preference information.
  • Complete tracking of the order and invoice tasks by all employees that processed the order or invoice.
  • Upcoming critical dates including orders and shipments by customer in calendar form.
  • Quick links to inventory status, customer status, order status, invoice information, etc.

Solentris is developed and supported by: Quinte Computer Services Ltd. | quintecomputerservices.com | 141 William St. | Belleville, Ontario, Canada | K8N 3J8
Solentris - Your System. Your Way. | solentrisbusinesssoftware.com. | 613-966-3070
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