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With the Savance Enterprise Customer & Contact Management module, all your customer information is kept in one single place. Pre-existing customer data gets added automatically across the system, saving time by removing the need to retype information. As an additional time-saver, you can build your customer list instantly every time someone calls or places an order. Use the Contact Management module to be more efficient and to establish a better way to communicate with customers, including the development of marketing campaigns. You will have all the information you need at your fingertips, including purchase and quoting history.
Automatically prompt to add a new customer or contact, keeping your list of contacts up-to-date at all times.
Save time and reduce typing errors by never retyping information.
Get access to customer and vendor contact information from anywhere using a mobile device.
Follow-up prompts and communication reminders will help you establish a process of always getting back to your customers.
Instantly build a customer list every time someone calls on the phone or places an order.
Get easy access to complete quoting and sales history for any contact. Drill down to basically any information you need.
Improve customer service by improving communications with customers.
Manage an account’s jobs through job-specific invoicing, statements, reporting, blanket POs, and credit limits.
Target your customers and know what items to promote and sell. Inform about new products, or add-ons for already purchased items.
Find out how we can help your business grow profits and reduce costs