Riata
CRM
|
| |
| Riata CRM is a
customer contact manager specifically designed for fast-paced
sales and service businesses. Tracking and organizing customer
information is nearly effortless, as the focus of the software
is ease-of-use and automatic, seamless integration with top-line
office and accounting solutions. |
| |
| You can run Riata CRM
either as a standalone solution or tightly
integrated with Sage PRO ERP (formerly ACCPAC). It is specifically
geared towards organizations that make heavy use of mass
mailings, emailing and faxing. Not only is it completely
integrated with Microsoft Word and Outlook, but it enables
one-click emails, letters and faxes, supports Zip + 4, Yahoo!
Maps and Directions. |
| |
| By
linking with ACC-Pac Accounting, the look up functions will
quickly show what your customers purchased, the price they paid
etc. This puts a powerful tool at the fingertips of your sales
force, as it enables them to have total insight into past
history, and tailor their sales call to the exact needs of their
customer. |
| |
| Let us show you how a
Riata deployment can enhance your customer interactions on a
daily basis: |
| |
- Instantly view a complete trail of all contact with
customer or prospect. See all notes, phone calls, emails,
mailings and faxes so you know exactly what has been
communicated, when and by whom
- Customize fields and reports to suit your way of working
- Send emails, letters or faxes individually or in mass
with flexible wizards
- Set up tasks and meetings and schedule follow-up
reminders
- Round up sales data from Sage PRO ERP and view it in
Riata's customized browser interface. Even view, print,
email or fax PRO ERP sales orders and invoices
- Link to Microsoft Fax, Microsoft Fax in Windows 2003
Server and Winfax
- Look up Zip+4 and automatically populate
city/state/county by zip code
- Print Dymo labels for individual contacts or
groups of contacts
- Search "Today" to quickly view the customers and
prospects that you need to contact today
- Set security privileges for groups of users
- Integrate with MS Outlook so that all incoming emails
from existing contacts are automatically stored to their
record, write emails in Outlook and have the content stored
in Riata, and assign emails to any contact in the system
- Through our support for Exchange Server, utilize public
folders for contacts, calendar and tasks
- Assign multiple email addresses per contact
|
| |
| |
| |
| |
