Exigo Office and Customer Relations Management
Is your company still purchasing outdated CRM software that requires synchronization back to a centralized server?
Built upon our own award-winning Exigo Enterprise Architecture, the Customer Relationship Management Modules features include:
Centralized Customer Management for customers, company name, as well as multiple contacts within the customer record which can contain their own phone numbers and
email addresses. These fields can be customized and user-defined fields can be searched.
Support for a main address and a mailing address. Both of these can use the address verification feature to check for both street and city spelling errors as well as 9 digits Zip code verification for ship to addresses within the US.
Notes specific to a customer can also be entered and kept on file.
Up to 2 credit cards per customer can be maintained on file, which in turn can be selected as a payment option when placing an order.
Customers can be subscribed to unlimited e-mail broadcast groups setup by the company which allows a customer to request only specific information of his interest
or categories setup by the company that the customer is eligible for.
The customer start date is maintained in the system and can be modified by users with sufficient rights.
The customer's sponsor is stored in the system and can be modified by a user with sufficient privileges.
Additional information that can be stored for a customer include birthdays, SSN#, Sales tax exemptions, etc. Optionally a company can add up to 15 custom fields and 30 extended fields to be stored for a customer.
A customers default currency is also stored so that if there is cross border sponsoring or more than one address on file the payout will be in the customer's currency.
The weather for the primary residence of the customer is also displayed as a sales and conversation tool.
A customer account balance is maintained which allows companies to release an order if partial payment or overpayment has been made. A reminder is then displayed when customer service places their next order. Transaction history can also be viewed and printed from the customer page.
If the customer is allowed to login to a back office their login credentials can also be specified from the customer page. Additionally if the company has domains
that are available to their customers/distributors (flagged 'is public' in domain setup) they can assign and manage their email addresses from this page.
Order history is maintained for all customers. A summary is displayed at which time a user can click on the order and view all of the detail information. If the
user has sufficient privileges the order can also be edited.
Unlimited action tracking items can be added to a customer. Allowing the company to manage all communications that have taken place with the customer. The company
can create as many different action-tracking categories as necessary. The user also has the ability to assign an action item to another user for further follow
up. Any email sent to a user of the system where the from field is a customer email address then allows you to add the text of the email to that customers action
history.
Mail broadcast allows you to send email notices or specials to customers who you have opted in to receive email. Personalization fields allow you to add First Name, Last Name, Email, Phone, Address, CustomerID, Login Name to your email message.
Shopping Cart - add products from an online catalog or product inventory list.
Using Exigo there is no investment in hardware, software licenses, upgrades or maintenance.
Contact your Exigo Sales Representative and ask about setting up your tailored website along with our Exigo CRM Module.