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Solutions » Customer Management

Customer Management

Customer Management
Customer Relationship Management
Sales Quotations
Sales Orders
Sales Analysis
Customer Self Service
Trade Activity Management

QAD's comprehensive suite of customer management solutions supports all phases of the customer lifecycle—from acquiring customers, through managing orders, pricing and fulfillment. Customers rely on our solutions to run marketing and sales force automation, manage sales force activity and performance and to monitor adherence to their sales process.

  • Drive revenue: Through effective and cost efficient marketing campaigns
  • Increase visibility across all channels: Giving a complete picture of the customer
  • Improve the customer’s experience: Quick, accurate information and self-service options help keep the customer informed
  • Streamline order processes, including configurations: Accurate order entry and product configuration reduce costs and shorten deliveries

Customer Management Highlights

Customer Relationship Management (CRM): Provides a fully functional sales and marketing automation toolset designed to improve sales and marketing productivity, including communications and scheduling tools, pipeline and forecast management and customer service.

Sales Quotations: Supports management of sales quotations for tracking and conversion to sales orders.

Sales Orders: Supports order entry, tracking and reporting order status and inventory allocations in both centralized and decentralized mode. It also allows customer service representatives (CSRs) to configure the process to match the company business processes.

Sales Analysis: Allows companies to monitor margins and salesperson productivity. It also provides analysis on sales by product, item, site and customer, and ranks sales by item, margin or quantity sold.

Pricing: Dynamic and flexible framework for multiple price lists with effectivity dates and discounts that applies sophisticated rules to ensure best pricing.

Configurator: QAD's rules-based product configurator supports complex configurations in quoting and order entry as well as production planning.

Customer Self Service (CSS): Provides a web storefront for self-service sales transactions and inquiries that enable manufacturers to automatically take orders while reducing processing cost and time to deliver, and with a higher degree of accuracy.

Demand Management: Enables the collaborative creation of more reliable logistic, sales, and budgetary forecasts based upon a wide range of simple to complex algorithms.

Trade Management: Enables the ability to drive, manage and reconcile ongoing product promotion events with key retailers to ensure that spending generates appropriate sales, and manages rebates, chargebacks and promotional activities.

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