Activant Prophet 21 Customer Relationship Management
This class is designed for System Administrators Personnel responsible for monitoring important business events and maintaining customer relationships
Objectives Define Customer Relationship Management Utilize tools within Prophet 21 Customer Master Inquiry Custom Column Maintenance Territory Definition Contact Maintenance Task Maintenance
This course will NOT cover Customer Maintenance
Customer Relationship Management Customer Relationship Management Manage existing customers Improve automation of outside sales force Opportunity Management Pipeline Management Grow marketing initiatives within distributorship
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
Customer Master Inquiry Accessibility Inquire menu Hotkey - F8 Right Mouse Button anywhere Customer ID field is present
General Information Column sorting available Print and Print Preview available from RMB menu Foreign currency view toggle
Customer / Contact Information Tab Arrows allow scrolling thru customers viewed Contact information displayed Drilling into Sales Trend graph opens Order History tab
Customer / Contact Information Tab Go To options available with RMB click Customer Notepad Maintenance Order Drill Down by Customer Sales Pricing Inquiry Order Entry
AppShare Demonstrate Customer Master Inquiry Show how to launch window Show available Go To options Show scrolling through multiple customers
Physical Address Tab Physical address info
Custom Column Tab
Custom Column Maintenance Create and organize custom fields for customer records Can control what information is available and how it s presented
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
Custom Column Association Maintenance Determine how and where custom fields display System Setup / Maintenance / Custom Column Maintenance / Custom Column Association
Custom Column Tab Field displayed on Custom Column Data tab in module specified during setup
Ship To / Salesrep Tab Displays all customer ship tos and related sales reps
Sales Pricing Tab Pricing Method displayed, as well as pricing libraries and contract pricing
Audit Trail Tab Tracks changes made to customer record, who made them and when they were made
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
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
Invoices Tab Invoices may be filtered Drilling into invoice launches AR Drill Down by Inv
Invoices Tab
Payments Tab All payments from customer are listed Check Number drill down available
Credit Tab Credit Status, credit limits Credit card information
Credit Status Tab Summarized credit information
Credit History Tab
Order History Tab View customer s extended price, profit % and a sales comparison
Cash Collection Calls Tab Displays all open and mandatory collection calls and their associated invoices
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
Contact Maintenance
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
Contacts Remember! Prophet 21 is an open database Contacts can be imported into Excel Perform Mail Merges Create form letters Mailing Envelopes Catalogs
Contact Report Contact Management / Reports / Contacts Report
Contact Fast Edit
Contact Fast Edit
Task Tab
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
Tasks
Schedule Task Tab
Assigned To Tab Assign task to multiple people
Contacts Tab Associate multiple contacts with a task
Tasks
Tasks Automatic Task Reminders will appear at Log In
Tasks
Tasks Setup prompts for Tasks to be created in User Maintenance
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.
Activities Tab
Territory Tab Territories assigned to customer display on this tab
Territories System Setup / System / System Settings
Territory Maintenance Accounts Receivable> System menu> Territory Definitions> Territory Maintenance Add, edit and delete territories
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
Territory Use Customer and Ship To Maintenance have Territory tabs
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
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
AppShare Demonstrate creating a territory for a customer Show WBW report limited by territory
Summary Define Customer Relationship Management Utilize tools within Prophet 21 Customer Master Inquiry Custom Column Maintenance Territory Maintenance Contact Maintenance Task Maintenance
For More Information Prophet 21 Help Files Visit Activant on the web: http://distribution.activant.com/ View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case E-mail Professional Services Sales pss@activant.com