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Current 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 system 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 very much intertwined
relationship management considerations.
The 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 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, for example. Effective management of personal relationships at the individual level often fosters prosperous financial relationships at the organizational level.
List & Account Management
The CRM Categories module allows relationship managers to easily organize their contacts into logical groups. Contacts
can be assigned to any number of CRM Category records,
which can include anything from mailing lists to identifiers like “Decision Makers”. The ability to organize relationships is unlimited.
The CRM Accounts module 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 during a slow month. 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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