Contact Management (CRM)
Carillon's fully integrated Contact Management
module has been part of the system since 1993. Anywhere in
the Carillon system you are working with a person, you are
working with a Contact. Anywhere in the Carillon system you
are working with a Company, Customer, Ship To, Vendor, or
Supplier, you are working with the addresses that can be
set up in the Contact Management module. So in addition to
setting up contacts at customers, you can also set up contacts
at suppliers, vendors, or anywhere else you like.
We use Contact Management to record all
sales activities with a client, credit and collection activities,
as well as all support activities. It's a very powerful module.
For each contact (person) set up, you can
track the following information:
- Name
- Address (mailing
address, physical address and home address)
- Multiple Phone
Numbers
- Title
- Anniversary
- Birthday
- Overall Comments
- Email and Web Site
Address
- Whatever you would
like in multiple user defined classes
You can assign the contact to:
- Multiple user-defined mailing lists
(that interface with Microsoft Word);
- Multiple Sales reps; and
- Multiple Lead Sources indicating
the source of the lead.
For each contact you can track:
- Unlimited Activities with unlimited
text;
- Unlimited To Do's with unlimited
text; and
- Unlimited Documents that have been
sent.
One of the best things about Carillon's
Contact Management module is that it is free with the licensing
of any other module.
|
