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CRM(Customer Relationship Management)
An Application For
iSeries 400 DMASfrom
Copyright I/O International, 2003 , 2010 Skip IntroSkip Intro
2
CRM
Customer Relationship Management A “contact management” application for
DMAS Utilizes a “Browser based” interface for the
end user End users may be local or remote via the
web
3
CRM
Enterprises Supports enterprises that are
– Present customers (in DMAS customer master)
– Prospects (not yet in customer master) Prospects recorded as companies 51 thru 70 (customers
are 01 thru 20)
Customers and prospects intermingled in same list Feature provided to “convert” a CRM prospect to
a DMAS customer
4
CRM
Contacts Contacts include
– Contacts in DMAS customer master
– Contacts entered into CRM application
Unlimited number of contacts per enterprise Contact List function lists contacts for all
enterprises or single enterprise Numerous selection options available to limit
contents of Contact List
5
CRM
Contacts . . . View details of a contact by clicking contact name Ability to quickly add new contact for existing enterprise
or add new prospect When viewing contact, click button to view contact Note
Log or Call List For customer contact, quick access to
– Customer sales– Status of orders– Invoice history– A/R inquiry– Shopping cart
6
CRM
Notes Communications with contacts are recorded as “notes” Notes are recorded at the contact level Unlimited number of notes per contact CRM notes also accessible by DMAS internal note
function Note Log function lists all notes for an enterprise or
contact Numerous selection options available to limit contents
of Note Log list
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CRM
Notes . . . Notes may be marked as
– Open
– Protected
– Private
– Completed
Each note includes a review date Review date is used to schedule future
communications with a contact
8
CRM
Call List Call List function lists all notes scheduled for
follow-up activities Call List displays notes that are not marked as
“completed” Activities on Call List are listed in review date
sequence for easy follow-up Numerous selection options available to limit
contents of Call List
9
CRM
Call List . . . Advance the Call List calendar by a single day at a
time or a week at a time Make calls directly from the list Update the note to reflect latest communications View scheduled calls for all contacts or a single
contact Create a new note by clicking the note icon
CRM Summary
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List OptionsList Options
CRM Summary
Initial ListInitial List
Contact List
(click button to view detail)
Note Log
Single EnterpriseSingle Enterprise
Call List
Contact DetailContact Detail
List OptionsList OptionsAll ContactsAll Contacts Single ContactSingle Contact Review NoteReview Note
List OptionsList OptionsInitial ListInitial List Single ContactSingle Contact
View SalesView SalesAdd ProspectAdd Prospect Add ContactAdd Contact Convert ProspectConvert Prospect
Add NoteAdd Note
Advance ListAdvance List
Back to Title PageBack to Title Page Tailoring OptionsTailoring Options
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End of Presentation
For more information about the
Customer Relationship Management
Application for iSeries 400 DMAS,
call I/O International, Inc.
at (914) 232-2233
Thank you for your interest
Suite 2002Pinewood Business CenterSomers, New York 10589
Return to CRM Summary
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