CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Connect with customers to build lasting relationships with SDC's fully integrated CRM suite

DYNAMIC 3i CRM helps build lasting relationships by allowing you to track all communications with customers including telephone calls, voicemail, email and fax correspondence. Tracking every detail of your customers’ needs while always having every account detail at your fingertips helps you provide the very best customer service while building customer loyalty.

SDC understands that managing relationships requires more than a simple call tracking and appointment scheduling solution. Building and maintaining lasting relationships requires quick access to every detail including sales transaction history, returns and credit information, payment history, service and repair history and more. Our integrated CRM enables faster and more reliable service by providing a one-stop CRM console that leverages the wealth of data available within the DYNAMIC 3i ERP suite.

---

Call Tracking Dashboard - TM1500

Marketing made easy - Telephone, Fax and Email

DYNAMIC 3i CRM includes extensive Internet and Telephone based marketing tools to help you get your message out to customers and prospects with minimum effort. The solution includes email and fax blast applications that enable users to quickly and easily broadcast messages via email and fax. The solution allows your marketing department to assign customers and prospects to specific marketing groups that can be targeted with industry or customer specific marketing messages. The email and fax broadcast applications allow you to leverage your existing marketing materials by allowing a variety of document formats to be used on any broadcast campaign including PDF, HTML, Microsoft Word and more. Automated unsubscribe links are provided on all email blasts to ensure your clients do not receive unwanted marketing messages.

The solution also includes full telemarketing script management for easy call flow and response tracking.

Automated Email Marketing Blast - TM2100

Linkages

CRM links with the following DYNAMIC 3i modules:

• Sales Order Processing
• Inventory Control
• Accounts Receivable
• Telemarketing
• Service and Repair
• Fixed Asset Rental Processing

Features

• CRM screens hyperlinked to Sales Order History, Credit Status, Inventory Stock Status, Resolution Tracking
• One-stop CRM console puts access to all pertinent information at your fingertips.
• Full tracking of customer communications including email, telephone and fax.
• Full tracking of service and repair histories.
• Access to complete sales histories including returns (RMA) and credits.
• Complaint handling and resolution tracking.
• CRM dashboard includes a hyperlink for new customer setup and a facility to for direct email to customers from DYNAMIC 3i.
• CRM dashboard hyper-linked to Sales Order History Inquiry, Credit Status Inquiry, Inventory Stock Status Inquiry, Asset Rentals, Resolution Tracking and Return Material Authorizations and Telemarketing Scripts
• Instantly create new sales orders, return authorizations, service and repair requests all from one convenient dashboard.