Activant Prophet 21. Customer Relationship Management

Transcription

1 Activant Prophet 21 Customer Relationship Management

2 This class is designed for System Administrators Personnel responsible for monitoring important business events and maintaining customer relationships

3 Objectives Define Customer Relationship Management Utilize tools within Prophet 21 Customer Master Inquiry Custom Column Maintenance Territory Definition Contact Maintenance Task Maintenance

4 This course will NOT cover Customer Maintenance

5 Customer Relationship Management Customer Relationship Management Manage existing customers Improve automation of outside sales force Opportunity Management Pipeline Management Grow marketing initiatives within distributorship

6 Customer Master Inquiry Customer Maintenance Physical Address Custom Columns Ship To/Sales Rep Sales Pricing Financial Information Invoices Payment Credit Mgmt Cash Collection Contact Maintenance Tasks Territories Contacts Report

7 Customer Master Inquiry Accessibility Inquire menu Hotkey - F8 Right Mouse Button anywhere Customer ID field is present

8 General Information Column sorting available Print and Print Preview available from RMB menu Foreign currency view toggle

9 Customer / Contact Information Tab Arrows allow scrolling thru customers viewed Contact information displayed Drilling into Sales Trend graph opens Order History tab

10 Customer / Contact Information Tab Go To options available with RMB click Customer Notepad Maintenance Order Drill Down by Customer Sales Pricing Inquiry Order Entry

11 AppShare Demonstrate Customer Master Inquiry Show how to launch window Show available Go To options Show scrolling through multiple customers

12 Physical Address Tab Physical address info

13 Custom Column Tab

14 Custom Column Maintenance Create and organize custom fields for customer records Can control what information is available and how it s presented

15 Custom Column Definition Maintenance Column Name field ID Column Description name Data Type Alphanumeric Date Decimal Integer List Max Length number of characters field will accept Decimal Precision Custom Column List Value

16 Custom Column Association Maintenance Determine how and where custom fields display System Setup / Maintenance / Custom Column Maintenance / Custom Column Association

17 Custom Column Tab Field displayed on Custom Column Data tab in module specified during setup

18 Ship To / Salesrep Tab Displays all customer ship tos and related sales reps

19 Sales Pricing Tab Pricing Method displayed, as well as pricing libraries and contract pricing

20 Audit Trail Tab Tracks changes made to customer record, who made them and when they were made

21 Additional Tabs Customer Notes Tab Displays notes that would display in Customer Maintenance Document Links Tab Displays any links with the display location of Customer Master Inquiry

22 Customer Master Inquiry Customer Maintenance Physical Address Custom Columns Ship To/Sales Rep Sales Pricing Financial Information Invoices Payment Credit Mgmt Cash Collection Contact Maintenance Tasks Territories Contacts Report

23 Invoices Tab Invoices may be filtered Drilling into invoice launches AR Drill Down by Inv

24 Invoices Tab

25 Payments Tab All payments from customer are listed Check Number drill down available

26 Credit Tab Credit Status, credit limits Credit card information

27 Credit Status Tab Summarized credit information

28 Credit History Tab

29 Order History Tab View customer s extended price, profit % and a sales comparison

30 Cash Collection Calls Tab Displays all open and mandatory collection calls and their associated invoices

31 Customer Master Inquiry Customer Maintenance Physical Address Custom Columns Ship To/Sales Rep Sales Pricing Financial Information Invoices Payment Credit Mgmt Cash Collection Contact Maintenance Tasks Territories Contacts Report

32 Contact Maintenance

33 Synching Contacts Jobs are created on exchange server that will synch Prophet 21 contacts to Outlook Software added on Free of charge Recommended Technical Consulting Must have Outlook 2000 Enter Software Support Case for Software

34 Contacts Remember! Prophet 21 is an open database Contacts can be imported into Excel Perform Mail Merges Create form letters Mailing Envelopes Catalogs

35 Contact Report Contact Management / Reports / Contacts Report

36 Contact Fast Edit

37 Contact Fast Edit

38 Task Tab

39 Tasks Acts as To Do notes Can be attached to Contacts in specific transactions Can be set up to display Reminders Automatic Task Reminders for uncompleted and open Tasks upon Log in Assign more than one person to a task Assign the same task to multiple contacts System Administrator can see all open tasks in the system

40 Tasks

41 Schedule Task Tab

42 Assigned To Tab Assign task to multiple people

43 Contacts Tab Associate multiple contacts with a task

44 Tasks

45 Tasks Automatic Task Reminders will appear at Log In

46 Tasks

47 Tasks Setup prompts for Tasks to be created in User Maintenance

48 View All Tasks To Do Tab in Task Maintenance My tasks - The tab only displays tasks assigned to you. Tasks assigned by me - The tab only displays tasks assigned by you. All tasks - The tab displays all tasks in the system.

49 Activities Tab

50 Territory Tab Territories assigned to customer display on this tab

51 Territories System Setup / System / System Settings

52 Territory Maintenance Accounts Receivable> System menu> Territory Definitions> Territory Maintenance Add, edit and delete territories

53 Territory Group Maintenance Accounts Receivable / System / Territory Definition / Territory Group Maintenance Organize territories into groups Territory may belong to more than one group Territories tab to list territories belonging to group

54 Territory Use Customer and Ship To Maintenance have Territory tabs

55 Territory Option on Reports Reports modified for territory parameter Sales History Report WBW Report Invoice Report Packing List Report Open Orders Report Open RMA Report Order Line Item Detail Report Profit Exception Report Contract Pricing Report Customer Pricing Report

56 Limit by Territory Option Limit by Territory setting Set to Yes, must specify Territory ID Set to Group, must specify Territory Group ID Set to No and territories are not taken into affect when running the report

57 AppShare Demonstrate creating a territory for a customer Show WBW report limited by territory

58 Summary Define Customer Relationship Management Utilize tools within Prophet 21 Customer Master Inquiry Custom Column Maintenance Territory Maintenance Contact Maintenance Task Maintenance

59 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com