North American Systems offers a CRM package that integrates with VAI's ERP software solution seamlessly. This customer relationship packages helps business identify, acquire, develop and retain profitable customers. All interactions with customers and prospects can be viewed across the entire organization by utilizing a centralized database.
The contact management module of this CRM software allows users to define and utilize an unlimited amount of user-defined fields to assist in searching and analysis. Track all communications and interactions with prospects and customers, actively track opportunities, review account information, and create to-do lists to flag follow-up activity.
Marketing automation provides a method to automate marketing campaigns, enabling the segmentation of prospects and customers by an array of criteria, allowing for mass email, fax, or mailing campaigns to appropriate contacts. Send out information about sales, item coupons, new product information, and other collateral instantly to specific contacts in the database, based on the criteria you specify. You can even generate quotes directly from the CRM software with the Sales Team Dashboard.
Now you can utilize web technology to provide your customers with the information they want, on demand. This module of the customer relationship management software can give your customers ecommerce and product catalog information, as well as their own account information. Customers can view their aging history, open invoices, and payment history, as well as track product shipments, and reprint copies of transactions, helping to create an online help desk where customers can go to get the information they want instantly. This technology helps build customer loyalty by providing a valuable tool that many enterprises may not have.
The SalesLinx modules provides the ability for your mobile salespeople to download data from your server, so they can have remote access to customer, prospect, item and sales order information. This VAI customer relationship management software integrates with VAI's award-winning portal technology, enabling your mobile sales team to work at maximum effectiveness.