Customer Management

Streamlined Solutions for Customer Satisfaction

You need to deliver more than just a product to keep customers coming back — short order cycle times, perfect orders, self-service options, fast delivery, high quality, custom configurations, timely service, comprehensive support and accurate invoices. QAD Cloud ERP provides all this and more to help you keep customers satisfied.

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QAD Customer Management allows you to:
  • Create custom configurations using a rules-driven product configurator and a customized product questionnaire that calculates complex inventory requirements such as yardage or square footage, total price and margins

  • Enter orders and quotations quickly and easily

  • Provide visibility into order status and margins by customers, products, items and sites

  • Check ATP and credit during the order entry process

  • Utilize multiple price lists

  • Manage depot and on-site repair, service contracts and warranty fulfillment

  • Optimize technician productivity and assign the tech with the right skills and parts so you increase your calls closed on first visit

  • Enable field personnel to log activities remotely


Improve responsiveness through collaboration during all phases of the customer life-cycle.

Customer Management
  • Sales Orders & Invoicing
  • Create and confirm quotations, sales orders, verify credit, allocate inventory, pick and ship products, and process invoices.
  • Customer Relationship Management
  • Increase your profits by improving customer acquisition and retention with a 360-degree view of your customer interactions from prospect to post-sale service and support.

  • Sales Analysis
  • Monitor your margins and salesperson productivity and analyze sales by product, item, site and customer.
  • Configurator
  • Offer mass customized products to improve customer satisfaction; ensure accurate pricing, configuration viability and material needs; and reduce scrap and rework. Configure centrally and deliver from any facility, or configure and deliver from the same site.

  • Customer Self Service
  • Automatically take orders on this web store-front that you can match to your own website’s branding.
  • Trade Activity Management
  • Support buying groups, contract management and best price management, and track financial impact of promotion and rebates.

Service & Support
  • Service and Support Management
  • Get after-sales service and support, covering all aspects of tracking and support for equipment.
  • Field Service Scheduler
  • Reduce cost and improve customer service by increasing service engineers’ productivity.

  • Mobile Field Service
  • Give the technician fast and easy visibility of call assignments and end user details, and accelerate tasks like activity reporting and parts replenishment.
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