Premise.
A solution to complement the @/Arpro platform for easier management of the business relationship and administration with the customer that you provide services and/or equipment (also rentals) to. It is connected with a sales management area and a call center to schedule the various activities.
Forging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.
In particular, this dashboard manages the connectivity with the quote documents, orders received, customer job orders, transport documents, sales invoices, generated in the management system of @/Arpro, in addition to the management of basic master data with all the data entered.
Customer Relationship Management (CRM) is a strategy for managing an organization’s relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
@/Arpro CA, Contracts Module arises to these objectives:
- customer contract management (schedules, contracts, references, errands, services and equipment)
- activities management (work interventions, connected with the work centers and the warehouse)
- scheduling calls
- document management (CRM)
- billing mandates (linked to the accounting area), creating invoices from contracts and job orders
- commercial area (contacts, priority of calls, notes, search utilities, etc.)
@/Arpro CA, Contracts Module manages the activities through scheduled work interventions, related to work centers for the insertion of the services (in terms of hours); connected to the warehouse for the automatic uploading of the material used (in real-time).
The intervention worksheets are printable and configurable through a graphical interactive system; it shows the customer data, the contractual terms, the materials used and the work carried out.
Through a guided and controlled system (billing mandates), you can bill these activities periodically thus automatically creating invoices into @/Arpro. These scheduled operations generate accounting records, payment deadlines, and all effects in the connected treasury management and analytic accounting. A very efficient integrated system!
@/Arpro CA, Contracts Module defines the organizational context to support customer’s data, contractual terms agreed upon and lists relevant services.
For each service, there are a number of fields that detail the specifics, such as the starting dates and frequency of contract renewal, the billing costs, as well as the service status (active, inactive or suspended).
The list of services and activities that are open are the elements that contribute to the automatic creation of customer’s invoices. With the available functions and through the use of search filters, you can extract data to verify the contents and the total results.
Each contract added to the program can collect all of the customer’s needs. It also develops all of the mechanisms of management activity, with automatic unloading of the material used, it is completed with an integrated call management system, with critical elements and priorities as well as descriptive details.
Develops functions for business contact management, for the sales area even when these contacts haven’t become customers yet, integration is always possible in the customers database. An evolved control system for customer relations, with integrated mechanisms for your company’s management system.
Greater integration of data flows, more control over the tasks to be accomplished, through a defined mechanism of sound alerts that optimize the operations to be performed.