Customer Management

For VARs and system integrators to provide the first-rate service that customers expect today, your entire organization - from sales and support to administration - must have on-demand access to complete, organized and up-to-date account information.

Superior customer service becomes an integral part of selling products with ChannelOnline's customer management tools. All your detailed customer information is stored in one place, including their full searchable purchase history. This enables any sales rep, customer support rep or administrator to provide efficient and personalized service.

Key Customer Management Functions:

• Quick and easy account setup
• Ability to import and export customer data
• Customer hierarchy (parent/child relationship) to manage enterprise accounts
• Ability to merge two customer records into one, combining contacts, documents and ship-to addresses
• Searchable customer accounts, including quotes, orders, pricing and revision history
• Ability to sort customer account history by time periods, sales reps, amount, status, gross margin, etc.
• Ability to create and assign custom catalogs to each contact at a customer, both internally and on the customer extranet
• Access to "Recent Customers" list from any page in the application
• E-mail quotes, orders, purchase orders product specs, and product comparisons in PDF and HTML format
• Create sales groups for reps to work jointly on projects with different permissions on quotes, pricing, and end-customer data
• Multiple ship-to addresses per customer
• Filter payment options down to company and contact level
• Individual or group customer price profiles
• Filter cost center down to contact level
• Filter delivery methods down to company level
• Enter multiple customer and contact notes into the customer account record
• Create global custom fields for Customer Accounts