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The HIFLEX Customer module provides easy access to all necessary customer data. The integrated
report and follow-up notification system offers a high-performance tool for database marketing.
Integrated marketing management makes it possible to forecast sales and results on a monthly,
quarterly, or yearly basis.
Customer data is managed in the customer database and can be accessed from any module of
the HIFLEX system. An unlimited number of contacts, with corresponding addresses and telephone
numbers, can be assigned to each customer. Additional data providing information on hobbies,
special interests, etc., can be stored with each contact. |
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Sales forecast: A special marketing module
makes it possible to forecast sales and results for
individual customers, sales representatives, lines
of business and so on and to do so on a monthly,
quarterly, or yearly basis. |
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Each customer may be assigned an unlimited number of invoice, shipping and general-correspondence
addresses. These are accessible by other program modules - for example, invoicing or shipping.
Financial information about each customer contains not only payment and discount terms, but
also any other terms and conditions as well as credit information, including credit rating. These can
be automatically displayed in program modules and added to customer correspondence.
Customers are categorized by sales representative and other attributes, as appropriate. This allows
subsequent analysis of sales performance, by making it easy to produce a list of sales representatives
by order volume. Further, the database contains many additional fields that can be used to store
customer information such as buying patterns, relationships with other firms, client acquisition and
the customer's products.
On the basis of a comprehensive CRM standard, it is possible to make a variety of changes; the
program's high-level interfaces can be individually designed. (see
"Workflow Modeling").
The user determines how many new fields to add and which drop-down lists and data-entry formats
these new fields will display. The results are the selection lists, statistical displays, or other types of
fields the user specifies. And this adaptability makes possible a level of service tailored precisely to
the individual printing customer.
Contacts are formatted and stored in history, which can be directly linked to quotations as well as
orders. Revised drafts of bids are listed directly in daily e-mails and sent to the appropriate processors.
In preparation for customer calls, all relevant analyses of sales, orders, orders not received, etc.,
are ready at the touch of a button. Sales, margins and value creation support sales and strategic
planning.
A special marketing module makes it possible to forecast sales and results for individual customers,
sales representatives, lines of business and so on and to do so on a monthly, quarterly, or yearly basis.
The customer contact reports give a precise overview of all activities for each customer. The reporting
system provides ongoing support for marketing activities and market research. Since the system is
linked to the e-mail system, the customer-service department automatically receives daily information
about follow-up events via e-mail.
Customer-specific layouts for correspondence - quotations, order confirmations, delivery notes, invoices
- can be referred to in the customer database so that correspondence for particular customers
can be produced automatically with the defined layout. |
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