CRM Overview (Customer Relations Management)

Auto send documents and communicate from a task.

Getting Started

The CRM module is an optional module that contains a collection of features to better enable the use of EBMS for managing customer relations. The standard EBMS software contains a customer record that gives the user a lot of information about the customer. The customer record contains contact details, price level, invoices, quotes, serialized items, tasks, jobs, and lots of other information. Annual history tabs for this customer gives the user quick access to invoice and payment history.

Auto Send and other CRM Tools ERP Support Training

The EBMS CRM tools enhances the EBMS task module. These additional features provide an integrated foundation for sales teams and account managers to track and schedule contacts with leads and customers. It also includes the ability to batch send documents like invoices, purchase orders, and proposals to customers, vendors, and employees. Review the Using Tasks for CRM section for more details on using the task module.

Review AutoSend > Overview for more details on emailing and faxing documents.
Review Contact Management to learn how to identify individuals associated with a particular customer, vendor, and employee.
Review Send Now and Print Now Tools to create shortcuts within various documents to email or print a document.
Review Send Email from a Task to send emails to colleagues with task details.
Review Search Email from a Task to search for emails that have the task number in the subject.
Review Online Routing and Directions to discover how to get directions to a customer, or create a routing to multiple customers based on the tasks of the day.
Review Map to configure customer and company GPS settings for GPS mapping tools.
Review Creating Calendar Appointments to learn how to create appointments in your default calendar program.
Review Opening EBMS Hyperlinks from Task Notes to learn how to reference EBMS documents from a task note.

Common use cases

Auto Send Documents

Sales orders or invoices are automatically sent as a batch to the customer at the end of the day or sent individually from the sales invoice window. AutoSend accounts receivable statements to all customers who have a balance due or only to customers with overdue invoices. Purchase orders are automatically sent as a batch to the vendor at the end of the day or sent individually from the purchase order window. Auto send time cards and Direct Deposit slips to employees.

Communicate from a Task

Calendar appointments can be created and emails can be sent from the task while interacting with Microsoft Outlook. Maps, directions, and route information can also be quickly accessed.

Video Walkthrough

Features

Send individual documents using EBMS contact data
AutoSend sales orders or invoices directly from the invoice menu
Generate E-mails, faxes, and/or printouts from Sales Orders, Purchase Orders, and Proposals
Conveniently email documents without the extra steps of exporting and attaching each document
Auto send a batch of documents to customers or vendors based on a specific criteria
Send a copy of the sales order or invoice to a customer's office whenever a document is created or processed
Auto send customer statements rather than the traditional method of mailing statements
Send purchase orders directly to a vendor via e-mail
Auto Send proposals and other documents directly from EBMS using the e-mail or fax information within the customer's account
AutoSend customer account information or other customer specific documents to a group of customers
Broadcast price lists or other documents to a group of customers
Create calender appointments from a task
Quickly send emails to related parties of a task
Specify a scheduler which allows meetings to appear on both the scheduler and employee's calenders
Access map, directions, and route info from a task
Search and view all email communication related to a task