Compass Distribution and CRM Management
Compass Distribution and CRM Management encapsulates all aspects of interaction an organization has with its clients/customers. It is a business strategy solidly focused on winning customers and keeping the right ones. This system is used to maintain all the distribution processes in control in a very easy way in both platforms (back office system and handheld system)
Compass Distribution & CRM Management covers the following areas:
· Customers information: Categories, Commercial data, targets, pricelists, discounts, etc.
· Customers connections documentation: basic Contact information, visits, calls, history, etc.
· Employees & distribution groups information
· Salesmen targets: target performance daily, periodically, etc.
· Products categories: hierarchy, special groups, segments values, etc.
· System on the road: sale, invoice issue, payment acceptance, returns, orders, etc.
· Integration with the back office systems
· Customers orders follow-up to the final delivery
· Sales representative follow-up and sales plan follow-up
· Routes planning: cycle days, real geographic points, country, city, zone, area, etc.
· Compatibility with all types of PDAs
· Promotions: straight, buy/get, and cross promotions, invoice discount, etc.
· PDA Customer assets tracking: details, service records of all assets, last service, next service, service type, service cost history, etc.
· Handling direct messages to PDAs from supervisors.
· Handheld market surveys: through user pre-defined questionnaires on the back office system.