Contact Relationship Management
Easily manage business relationships. Manage contacts and companies, parent and subsidiary relationships, referrals, and third party relationships.
Empower relationship managers. Every record in aACE features a Log providing a history of activity. Sales reps can know if someone from A/R spoke to the client about a past due invoice, if someone in shipping spoke to a client about a damaged delivery, or when someone in production meets with a client regarding specifications.
Sales
Streamline your sales process. Set sales goals, record sales activities, plan next steps, prepare estimates, and complete tasks associated with the sales process.
Incentivize your sales force to maximize profit. Create estimates to meet target margins. Establish commissions based on a percentage of the estimated profit.
Marketing
Focus your marketing efforts. Create lists to cross-reference any record in aACE. Create a list for a particular product interest, for example, and attach it to interested customers, relevant products or services, marketing campaigns, and applicable newsletters.
Enhance marketing ROI. Tie Leads and Orders to Campaigns to measure total costs, total sales revenue, and profit for all efforts associated with a marketing campaign.
Additional CRM Features
Never miss an important date. Enter the date, a description, and schedule a reminder via aACE Notice, email or text message.
Automate billing and manage performance with Accounts. In the Accounts module, automate orders and invoices for recurring transactions.
Access contact information anytime, anywhere. Integrate aACE 4 with LDAP for access to key contact information from most devices.
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