Customer Relationship Management Features
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 The customer relationship management tools found in the Precis E-business Platform™ have been designed to consolidate all critical relationship-based views of your contacts and accounts in a single view. Since all information is kept in a single source, it is easier to build stronger relationships, better customer satisfaction and repeat sales.
- View all important contact and account data in a single view
- View account histories and interactions
- Adjust account settings and user experience
- Follow sales leads, forecast opportunities and create new transactions
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| Contact Management (B2C) |
| General |
| Manage Credentials, Usernames and Passwords |
View Event Attendance History/Enrollment |
| Append Custom Data Attributes to Contact Records |
View and Manage Multiple Addresses |
| View Login History |
Upload/Manage Contact Avatar/Image |
| Search and Resolve Duplicate Contact Records |
Update Opt-In Preferences and Content Subscriptions |
| Ecommerce |
| View Order History |
View Total Customer Value |
| View Items History |
Create New Order or Re-Order |
| View Invoices |
View Back Orders |
| View Subscriptions and Recurring Orders |
View and Recover Abandoned Shopping Carts |
| Manage Serial Numbers and Application Guide |
View Returns |
| Marketing Automation |
| View Email Marketing History |
View Individual Marketing Deliverability, Opens and Click Thrus |
| View Known Visits and Conversions |
View Referrals of New Contacts |
| Schedule Reminders for Product Reorders |
Set Contact Marketing Profiles |
| Sales Force Automation |
| View Contact Lead Origination Source |
Schedule Follow Up Calls and Emails |
| View Working Opportunities |
Create New Sales Orders |
| View Working Quotes |
View Working Orders |
| Customer Service |
| View Service Case History |
Create New Service Case |
| Workflow |
| Create New Activities and Tasks |
Append Notes |
In addition to the above features used to manage individual contacts and customers, the Precis E-business Platform also comes equipped to managed relationships with other businesses.
| Account Management (B2B) |
| General |
| Set Demographics and Territories |
Upload/Manage Company Logo |
| Append Custom Data Attributes to Account Records |
View and Manage Multiple Shipping Addresses |
| Search and Resolve Duplicate Accounts |
Create Sub Account Relationships and Hierarchies |
| Ecommerce |
| View Order History |
View Total Account Value |
| View Items History |
Create New Order or Re-Order |
| View Invoices |
View BackOrders |
| Manage Pricing Level and Credit Terms |
Set Pricing (Contract) Pricing |
| View Returns |
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| Sales Force Automation |
| View Working Orders |
Schedule Follow Up Calls and Emails |
| View Working and Past Opportunities |
Create New Sales Orders |
| View Working Quotes |
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| Customer Service |
| View Service Case History |
Create New Service Case |
| Workflow |
| Create New Activities and Tasks |
Append Notes |