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Current CRM Software Highlights |
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Contact Management |
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Sales Leads & Quoting |
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List & Account Management |
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Multiple Rate Card Billing
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Contact Management
aACE’s contact management software includes the Companies
and Contacts modules. The Companies module stores information
about organizations. The Contacts module stores records of people, who may or may not be associated with organizations. Both have different but intertwined
relationship management considerations.
The CRM Companies module is for managing the financial relationships with organizations. Users can view related transactions, set important financial information such as credit
and terms, and manage
sales leads. The CRM Contacts module is designed for managing the personal relationships with individuals. Users can assign contacts to mailing lists and enter an alternative mailing address for
postcards. Effective management of personal relationships at the individual level can foster prosperous financial relationships at an organizational level.
CRM List & Account Management
CRM Categories allows relationship managers to easily organize their contacts into logical groups. Contacts
can be assigned to multiple CRM Category records, which can include anything from mailing lists to identifiers like “Decision Makers”. The ability to organize relationships is unlimited in our CRM software.
CRM Accounts allows users to manage performance levels for financial relationships. Users can create
accounts with a specific value and duration for both clients and vendors.
Client accounts compare related billing to this figure. An underperforming client may be an excellent opportunity to increase sales. Similarly, vendor accounts compare
related purchasing to the account’s value. Underperforming may damage your relationship with a vendor and ultimately increase costs. Good relationships with clients and vendors that are
based on meeting mutual expectations is good for the bottom line.
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