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Customer Relationship Management Features

Hosted Customer Relationship Management DashboardThe 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
 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  
 Sales Force Automation
View Working Orders Schedule Follow Up Calls and Emails
View Working and Past Opportunities Create New Sales Orders
View Working Quotes  
 Customer Service
View Service Case History Create New Service Case
 Workflow
Create New Activities and Tasks Append Notes
E Business Platform

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Customer Success

"The end of the year is a very busy and important time of year to our business. With many of our staff out on vacation, Precis came to our rescue to trouble shoot problems with our online self-study programs. Their staff personally called our customers to help trouble shoot issues; hence essentially saving the day for us. The team at Precis has been our partner in technolgy for nearly ten years. It's a great relationship."

- Liz, Deputy Director, Colorado Society of CPAs