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Alphasoft Application Overview - CRM

Alphasoft
Financial and management information solutions

Advantages
Timely and accurate management information is critical to the success and growth of an organisation. From small companies to large groups and organisations Alphasoft customer relationship management software has been selected as a flexible yet robust part of a fully integrated systems solution. Most organisations need to track and plan communications with their customers and suppliers and to share this information with colleagues. For example salespeople and credit controllers or buyers, warehouse and purchase ledger.

Options
Records may be maintained for both customers and suppliers. The Alphasoft sales and purchase ledgers offer fully functional, feature rich solutions. Other options include links to multiple client branches and a full user definable report writer.

Main features
  • Contacts database, up to 999 contacts per branch per client.
  • Sub category by position within organisation.
  • Full address, telephones, fax and E-Mail details.
  • Contacts history and planner.
  • Details including multi-page, free form text entry.
  • Full analysis of contacts made and to make.

    • Alphasoft Customer relationship management - Checklist
    General
  • Multi-company
  • Multi-user
  • Multi-tasking option
  • Full security system
  • User definable report writer
  • Facility to add or change records 'on the fly'
  • Online help and desktop calculator

    • Contacts database
  • Full file maintenance
  • Lookup fields via. user defined tables
  • Searching and browsing by number with wildcards

    • User defined tables
  • Activity types e.g. call, visit, email and letter.
  • Source of activity types e.g. advert and word of mouth

    • Contact history
  • Data entry/enquiry via multi-line, scrolled entry screen.
  • Date of this and next planned contact.
  • Contactor and clients contact.
  • Type and source of contact.
  • Related order number or value.
  • Multi-line free form text related to contact.
  • Order number or estimated value relating to contact.

    • Analysis and reports
  • Analysis of contacts made.
  • Reminder lists of contacts to be made.
  • Output to spreadsheet or other database options
  • User definable report writer

    • Integrated options
  • Sales ledger and sales order processing.
  • Purchase ledger and purchase order processing.
  • Output to 'open' formats: ASSCI, DIF, CSV file formats
  • Integration with Microsoft 'desktop tools': Excel, Access, SQL
  • E-Mail output option.

    • Notice
    The processes and all the routines contained herein are proprietary properties and trade secrets. Except as provided by license agreement, this code and documentation shall not be duplicated used or disclosed for any purpose or reason, in whole or in part, without the express written consent of The Alphasoft Consultancy Limited.
    This document is copyright of The Alphasoft Consultancy Limited.

    For more information contact Alphasoft on 020 7384 4980, fax: 020 7384 4989