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  •     QAD Glossary

  • Overview
    This chapter provides an overview of QAD Customer Relationship Management (QAD CRM) and its enterprise-wide deployment. It discusses the following topics:
    QAD CRM is a comprehensive business-generating system that consists of several applications:
    QAD Sales Force Automation (QAD SFA). This is the core of the system that is designed to help you streamline sales efforts by managing your contacts, activities, business opportunities, product details, and so on.
    QAD Remote Sales. This is an optional stand-alone version of QAD CRM that lets remote sales personnel synchronize their data with the host database.
    QAD Marketing Automation. This optional application provides comprehensive campaign management features designed to streamline marketing efforts. All modules available in QAD Sales Force Automation are included in QAD Marketing Automation.

    QAD CRM Functional Areas
    QAD CRM applications can communicate with each other to share information. For example, sales and marketing departments can share details of customers, prospects, partners, and suppliers through the application they use. The system ensures organizational and departmental data security by selectively restricting user access to data.
    The system can integrate and synchronize data with different versions of QAD EE and QAD SE, as well as Microsoft Exchange Server 2003/2007.
    When remote users synchronize data in their personal database with the host databases, they indirectly synchronize data with the integrated system.
    You can install QAD CRM across the enterprise network as a client/server application. QAD Remote Sales is installed on remote computers as a stand-alone application.

    Installation Overview
    The system also integrates with other third-party applications—Microsoft Word 2003/2007, Microsoft Excel 2003/2007, Crystal Report XI, and Phone Dialer—to support various functions. For example, you can create business letters using Microsoft Word templates registered in the system.
    Microsoft Word is required if you want to use the mail merge feature to create letters to contacts, send marketing literature to your targeted audience, or print quotes. One specific report—installed base report—requires Microsoft Excel integration. Both Word and Excel are required for integration with Crystal reports, which lets you export reports to a number of standard Microsoft Office document formats supported by QAD CRM.

    Crystal Report Export
    The architecture, features, and functionality of the system meet enterprise requirements of reliability, scalability, flexibility, and maintainability.