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Reqs Management Minimize

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 Minimize

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.

 
 SupportHow To: Import Inventory Lots   
How To: Import Inventory Lots Minimize

Take these steps to Import Inventory Lots:

  1. Go to Data – Import Stock
  2. If you have multiple companies select the Company that the Stock is being bought under.
  3. Select the Vendor you got the parts from.
  4. Select the Excel or CSV file that you wish to import.
  5. Enter a Reference number, if any (Not required).
  6. Select a Warehouse, Terms, and ShipVia (They are required. They will be used to create a PO).
  7. Click the “Receive Items Automatically” button if you want the program to automatically receive the items. If you don’t check this you will have to manually receive, line by line, under Warehouse – PO Receiving.
  8. Click on the Import First Line checkbox if the first line actually contains a record (Usually the first line contains the column labels).
  9. Match each field on the file to a field in CRM. In the example below QTY has been matched to Quantity, PN to Full Part Number and so on.
  10. When you are ready just click the “Import Stock” button and the program will create a PO and receive the items automatically if you chose that option.

    (the image might be a little different depending on the version of the software you have)
     
 
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Proud ERAI Member Since 2006   

 
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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

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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.

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Features Minimize

·  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!

 
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