ManageB2B’s Front Office system integrates Customer Relationship Management (CRM) and Sales Force Automation (SFA) functions.

Customer relationship management (CRM) is a software application used to track and organize a company’s accounts, contacts and current prospective customers.  The ManageB2B Customer Relationship Management module receives and updates information about leads, customers and contacts including their names, addresses, profiles, total contact history, credit lines, purchase history, service/support contracts, etc.  The ERM system then uses information from here to provide Quotes, Orders and Invoices through the integrated SFA application.

The ManageB2B ERM solution makes management of accounts and contacts easy! Your sales organization will have easy 24/7 access to this data and the tools that ERM provides:

  • Leads Importing and Management
  • Real Time Account Information, with multiple Bill To and Ship To names and addresses, the Credit Line given by the Controller, customer purchase and payment history (configurable) and accounts receivable and backlogs
  • Sales Contacts info manager, which includes Action Items and Due Dates. The Sales Manager can assign and re-assign contacts to sales reps. The sales reps can view the entire customer purchase and payment history, accounts receivable and order backlogs, and view the Customer Portal for any outstanding issue (e.g. service ticket). The appropriate user can update Contact information, including the Activity Log, at any time; ERM records this as history
  • Service Contacts Manager for tracking, reporting and escalating support issues (service tickets)
  • Email to contacts or other ERM users
  • Sales Desks, Service Desk, Partner Portals and Customer Portals

The CRM module also provides the place for a Back Office user to connect the details of a numbered Service Contract with the Quote, Order and Invoice that carry its sale to the Account. ERM then provides this information on My Service Desk.