Comparison Matrix

September 4, 2010

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New Feature - On-Time Delivery Rating - Tuesday, November 24, 2009

The new On-Time Delivery Rating feature assists decision making on shipments from vendors and to customers like never before. By placing your customers due date in Complete Contact CRM you always know exactly how many days before the customer expects them. This allows for high visibility for all involved in the delivery process and enables highly informed decision making to save the company money on shipping fees and assure that your customers do not get packages late or too early. The On-Time Delivery Rating information is visible on the Insights Panel, Sales Dashboard, Invoicing screen and others throughout the program. Use the colored coded system, which coordinates with UPS's speed/color designations, for easy recognition. The On-Time Delivery Rating also monitors deliveries from your vendors and to your customers over time so you can track performance. Take control of your deliveries, save money on your shipping costs and improve your customer ratings to keep you on top of their approved vendor list.

New Feature - Global Alternates - Wednesday, October 28, 2009

The Global Alternates can be accessed from anywhere in the program by clicking on the plus icon on the insights panel or by pressing Ctrl+A. This will bring up the Global Alternate dialog where you can add, edit and remove alternates for any part.

New Feature - Graphical View - Wednesday, October 28, 2009

The Graphical View is available by clicking on the Graphical View button on the toolbar or pressing Ctrl+G while you are on any of the programs grids, you can see an illustrated bar, line or pie chart detailing the information on the grids.

New Feature - Performance Dashboard - Wednesday, October 28, 2009

The Performance Dashboard screen is now available for use. See many vital statistics regarding your employees’ output. You can filter per Employee, Department, and Company. Just choose a selection from the dropdown menu options available, set the start and end dates to build the report.

Your Benefits

Reqs Management

Simplified Requirement Management helps track customers requirements from beginning to end. Complete Contact CRM features an advanced interface seamlessly integrated into a modern look and feel with intuitive navigation and ease of operation. All of which decreases the learning time and increases initial user productivity. Automatic history tracking assures the availability of all interactions with the customer. Developed from a network perspective, Complete Contact CRM effectively integrates contact management, network scheduling, email, and sales automation, allowing for a common link between messages and activities to one source -- the Contact.

Req to Order

Complete Contact CRM is a Complete Contact Management, Sales Force Automation, Order Tracking, Requirements Tracking and Sourcing package that runs your Broker Distributor Business. The system is the most powerful CRM system for Broker Distributors of Electronic Components.

Complete Contact CRM Interfaces seamlessly with QuickBooks so you don't have to retype over and over the same information ever again.

Complete Contact CRM is available catering for a single user through to an enterprise with thousands of users, with data storage on Microsoft SQL Server.

Comparison Matrix

Feature Comparison by Edition

Complete Contact CRM - Please call (631)757-9825 for pricing and to schedule demonstrations.	Express (Free)	Professional	Premium	Enterprise	Enterprise: B2B
Maximum Number of Users.	1	1	30	Unlimited	Unlimited
Minimum Number of User.	1	1	3	5	10
Sales
Contact Management Features
Requirements Management
Quote Management
Order Management
Schedule Sales Orders
Automatic History Tracking
Automatic Customer Ratings
Prospects Management
Document Management
Automatic Scheduled Calls
Scheduled Reminders
Custom Correspondence Groups
Automatic Correspondence Groups
Import BOMs
Easy Quoting
Automatic Import From On-Line Services (examples below)
IC Source
Broker Forum
Source ESB
Netcomponents
Chip Source
ILs
Hitechparts
Partsbase
Semixchange
Stocking Distributors
Automatic Import of Requirements (From Your Website)
Require Authorization of Sales Orders
Automatic Import of Stock Check Requests
Purchasing
Vendor Management
Manufacturer Management
Requirement Sourcing Module
Email RFQ's to Multiple Vendors with 1 Click
RFQ Creating
Vendor Quotes Management
Purchase Order Management
Schedule Purchase Orders
Detailed Part History
Document Management
Vendor Ratings
Track Offers, Excess, Inventories, and Own Stock
Sourcing By Manufacturer
RFQ Broadcasting
Expediting System
Prioritized Requirement Workflow
Automatically Import On-Line Services
Required Authorization of Purchase Orders
Fax RFQ's to Multiple Vendors with 1 Click
Fax RFQ's to Multiple Vendors with 1 Click with Green Fax
Automatically Sends RFQ's to Pre-Qualified Vendors
Import Inventory Lots
Automatic Responses to RFQ's From Vendors
Warehousing
Incoming Orders Management
Outgoing Orders Management
Shipping
Invoicing
PO Receiving
Inventory Management
Parts Pictures, and Document Management
Barcode Printing
Warehouse Management
Full RMA System
Discrepancy Logging
Inspection Reports
Multi-Warehouse
Consignments Management
Automation
Calculators
One-Click Order Filling
Phone # Formatting
Name Formatting
Address (With Zip Code, Town, and State Filled Automatically)
Comprehensive Part # History
Automatic Customer Ratings
Document Management
Correspondence Groups
Daily, Monthly, and Yearly History Reports
Import of Customer Reqs
Import of Vendor Inventory
Import of Vendor Offers
Import of On-Line Services
Interface with QuickBooks
Automatic Import of Stock Check Requests
General
Generate and Track Quotes, SO's, PO's, Invoices, Parts History
Real-Time Interactive Dashboards
All Screens Have Uniform Look and Feel
Seamless Navigation
Role Specific Coloring and Icons
One-Click Technology
E-Mail
One Click Package Tracking
Microsoft SQL Server Back End
Data Integrity Rules
Activity Logs
Customizable Forms
Template Based Forms and E-Mails
RFQ's
Quotes
Sales Orders
Purchase Orders
Invoices
Broadcasting
Marketing E-Mails
Document Management
On-Line Services Integration
Advanced Import/Export
Inventory
Excess
Offers
Requirements
Consignments
E-Mail Broadcasting
Multi-Currency
Auto-Match
70+ Reports
Network Ready
Requirement Workflow
Automated Processes Communication
Automatic Import of Requirements
Automatic Import of Offers
Generate and Track Discrepancies and RMA's
Security Templates
Multiple Departments
Multi-Layer Security
QuickBooks Integration
Automatic Import of Stock Check Requests
Fax (Single and Broadcasting)
Fax using Green Fax (Single and Broadcasting)
Multiple Companies
Multiple Employee Aliases
Multi-Warehouse
Multi-Location
Automatic Quoting System

ERAI Member.

Proud ERAI Member Since 2006

Update!

FREE Express Edition - Wednesday, October 28, 2009

Try the FREE Complete Contact CRM Express Edition today! Go to the CCCRM Express page for more details

Features Overview Presentation - Wednesday, October 28, 2009

Complete Contact CRM's features are designed to make you more productive and therefore more profitable... see an overview of them on this power point presentation.

Features

· Innovative Features
Automatic Vendor Ratings enables you to make better decisions. We are always striving to bring you the latest technology and a faster, easier way to do your job.
Increase efficiency and sales!

· Online Services Integration
Integrates with search engines, data sheet sites and other search sites to facilitate sourcing.
No more switching between multiple programs. Increased accuracy and faster sourcing!

· Requirement Management
Requirements are tracked through each step from entry (or importing) to the final sale.
Helps organize and streamline requirement handling making you a more productive sales machine!

· Fax and Email
Fax or Email directly from the application! Quotes, RFQs, etc. and also Broadcasting
Efficient and Fast Communications so you can spend your time doing REAL work!

· Contact Management
The most complete Contact Management System in the industry. All relevant information is just a click away.
Create better relationships!

· Sales Dashboards
All of you most important work is summarized on one screen to keep you informed.
With the right information you can make better decisions and focus on the most important issues.

· Easy to learn and use
It is designed as a true Windows Application making it easier to learn and use.
You get Up and Running faster! Makes you and your new your employees more productive and effective faster!

· Accounting Integration
Integrates with QuickBooks and Peach Tree. Other accounting software can be integrated.
No more double entry!

· Security
Multi-layer security allows you to assign permissions and logging capabilities to any or all screens.
Secure information access! Recover important data from changed records!

· And a Lot More …
Multi-Location, Multi-Currency, Multi-Warehouse, and lots of more features...
We keep adding features regularly, keep checking!