Actual simulation for documentary cycle

• CRM Marketing campaigns executed within a period (Per product, campaign employee)

• Schedule of consolidated operating plans

• Costs of marketing campaigns executed within a period (expected, actual)

• CRM Potentials statement within a period for a salesman or more

• CRM Leads statement within a period for a salesman or more

• Expected sales within the period according to CRM potentials and leads

• Statement of new customers per day

• Support requests (per status, customer)

• Development requests (per request type, status, customer, product, priority, relative weight)

• CRM Warranty contracts (Valid, finished, about to finish)

• List of complaints and suggestions within a period (per customer, product, type (suggestion or complaint))

• List of visits within a period (per customer, status (Initial, Postponed….,))

• List of CRM service contracts within a period (per customer, contract type)

Under the frenzied competition between different companies, the convergence of prices, and the temptations offered by competitors, clients no longer have to deal with enterprise permanently, even with the provided good services. Mature companies now anticipate events so that maintain loyalty, and satisfaction of the customers. Via questionnaire system supported by EXCEED-ERP, you can communicate with your customers periodically to have full information about the extent of their satisfaction about products or services provided, defects, required features, advantages provided from competitors. and so on. You also, can use the questionnaire system with the ordinary public to see the market changes and variability. EXCEED-ERP provides a special file to record infinite number of questions whether related to marketing, customer support, or others. You can also define a questionnaire template that includes a group of questions in order to be invoked all at once in the questionnaire screen. EXCEED-ERP also supports linking the questionnaire with any of the system records such as customer, vendor, item, invoice, and so on.

EXCEED-ERP provides a complete link between the system components in order to execute the support procedures and move from a phase to another in a flexible manner. For example, you can create a calling and visit documents via the service contract. You can also monitor all support requests via the service contract. For another example, you can turn the complaint into a support request or escalate it via the complaint screen. The support request could be converted to Frequently Asked Questions (FAQ), where EXCEED-ERP supports a specific file for FAQ. This way, customer support procedures could be performed through the widows that leading to them, the matter which makes from the system a comfortable environment to record marketing and support actions.

Dealing with customers before or after sale means the way of getting money, and then maximizing the enterprise resources, therefore; choosing the proper employee is a very important point. EXCEED-ERP provides many organizational files for this purpose, where there is a special file for complaints, and another file for complaint resource, and a third file for the types of marketing campaigns. When working with this organizational environment taking into account the giant authorities system of EXCEED-ERP, the tasks could be assigned to employees according to their expertise and trust granted for each of them. This way, the services and marketing campaigns will be performed in a very professional manner. Furthermore; the system supports issuing complete projects including their tasks, contacts, visits, and training related to the customer support, and linking these actions with specific employees so that defining start and end date for all defined tasks and the project as a whole. This methodology helps the enterprise to measure the productivity for each employee and have enough information about the weak points for each of them.

CRM system of EXCEED-ERP adapts with the enterprise according to its abilities, where you can adjust the system to acknowledge the customers by the new items, services or solutions provided via Emails or SMS according to the enterprise capabilities.

EXCEED-ERP supports defining scenarios for marketing and customer supports in all year periods in order to compare them with the actual work to recognize the extent of deviation; and consequently determine the success or failure in achieving planed targets for marketing and customer supports.

With EXCEED-ERP, you can define monthly plans for marketing and customer supports so as to compare them with the actual activities for the enterprise employees to have instantaneous information about their commitments to their assigned tasks. For example, you can define a plan for a marketing employee to perform a specific number of phone calls to offer the enterprise products to a specific number of customers or an executions number of customer requests. The system will automatically compare these plans with the actual activities; and therefore, evaluate the employees working to make the right decision.

EXCEED-ERP supports all after-sales service that are represented in support requests, complaints, suggestions, and development requests, where EXCEED-ERP supports a specific document for each of these points. You can follow up all these points and monitor all their tasks via the visit documents, customer phone calls, and the executions of customer requests.

EXCEED-ERP supports service and maintenance contracts with recording comprehensive data including the contract value, terms, service period and customer information with the ability to attach any documents that related to the contract or warranty or others. Via the service contract, you can insert all items/services with the warranty period for each item, where the system supports a specific file for warranty, in addition, to define the percentage for both agent and mediator, where the system provides special files for agents and mediators. On the other hand, EXCEED-ERP supports adding any number of additional contracts to the main contract with all the details of each one.