Contact Management CRM
The Contact Management module is an integral part of both the Sales and Purchase Ledgers. It is designed to help Merlin users with the management of Customer and Supplier accounts. Merlin is unique in its approach not only to Customer Relationship Management (CRM) but Supplier Relationship Management (SRM) too, as we recognise that good management of supplier contact information can reinforce the buyer’s role.
Contact Management provides the facility to record details of all contact names, telephone numbers, fax numbers and E-mail addresses, together with any related notes. The number of contacts per customer/supplier is unlimited, and the number of notes per individual contact is similarly unlimited.
Contact Management (CRM) is also an ideal sales tool for use as a Prospect Database. Targeting specific types of prospect or existing customer can lead to increased sales. Combined with Call Management, call lists can be run daily for dedicated tele-sales.
Faxing, E-mailing and SMS Messaging
Designed to help users provide higher levels of customer service, Merlin can seamlessly send:
• Quotations
• Order Acknowledgements
• Copy Invoices
• Alerts & Messages
Merlin’s automated messaging facility enables users to send documents without leaving their desks. For example, the accounts department can send Order Acknowledgements, Statements and copy Invoices whilst the buyer can send out Purchase Orders. All this can be done immediately and without the delay and expense of having to use the photocopier or the fax machine, or involving other personnel. SMS text messages can be sent from the keyboard to customers or delivery staff alike.
Dynamic E-commerce Solutions
Merlin E-commerce solutions can provide your customers and prospects with dynamic, real-time interaction with the Merlin Stock and Sales Order Processing solutions, direct from your web site.
Unlike other “shopping cart solutions” that can only offer fixed pricing and limited stock availability information, with a Merlin E-commerce solution you decide what information you would like your customers to see.
Our dynamic approach removes all the guessing about on-hand stock commitments for both web orders and general Back-office/Counter transactions.
Let your customers see what you want them to see:
• Stock availability indicators
• Their own special prices
• Product Images
Imagine the convenience, security and cost effectiveness of hosting your own e-commerce application, on your own in-house web-server!
