Complete Customer Management

Datasheet Endpoint

Improving the Customer Experience with Increased Visibility

With the quickly evolving and frequent changes in customer demand, manufacturers require complete visibility and real-time collaboration with their customers to better respond, to demand changes, fulfill quality products on-time, and exceed the customer’s expectations and satisfaction with timely service. Adaptive Manufacturing Enterprises ensure an outstanding customer experience to help acquire, sell to and retain customers with the least effort and expense.

Solutions for Complete Customer Management

Complete Customer Management allows manufacturers to drive their customers along a journey, from prospective lead to trusted business partner. The solution manages orders, pricing, customization and fulfillment. It includes sales and marketing automation, helps manage salesforce activities and performance, provides tools to monitor sales processes and run effective campaigns, and includes analytic and simulation tools to determine the best next steps for each customer. This completely integrated solution allows full visibility and control of every customer’s business and lifecycle.

  • QAD Customer Management
  • Supports manufacturers in all phases of the customer lifecycle, from acquisition through customer service, including managing orders, pricing, customization and fulfillment.
  • Trade Activity Management
  • Support buying groups, contract management and best price management, and track financial impact of promotion and rebates.

  • Customer Self Service
  • Automatically take orders on this web store-front that you can match to your own website’s branding.
  • QAD 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.

  • Sales Quotations
  • Effectively respond to customer requests for a quote, monitor quote status and report on quote history.
  • Sales Orders & Invoicing
  • Create and confirm quotations, sales orders, verify credit, allocate inventory, pick and ship products, and process invoices.

  • Pricing
  • Utilize automatic and flexible pricing during key ordering transactions including sales quotations, releasing quotes to orders and re-pricing items or orders as required.
  • QAD Cloud CRM
  • Increase profits by improving customer acquisition and retention in the cloud.

  • 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.

  • Field Service Management
  • Improve customer satisfaction by effectively tracking, managing and performing product service activities.

Avoiding Death by Spreadsheet in the Life Sciences Industry

QAD Trade Activity Management can help to manage the complexities and address the challenges associated with contract management. It easily integrates with the operational and financial modules of QAD Adaptive ERP.

Metrics that Matter: Customer Service

Inventory accuracy and minimizing stockouts are very important to customer satisfaction, but a few other metrics also impact the ability to meet customer expectations.

Actionable Insights: Customer Sales and Service

QAD Action Centers provide analytics to help managers and users monitor metrics and KPIs. Learn about the KPIs included with the Customer Sales and Service Action Center and why they matter.

QAD Sales & Service Demos



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