To some, the acronym CRM means Customer Relationship Management. Carillon ERP does much more and calls it Contact Relationship Management. For example, it is just as important to track activities with vendors and suppliers as it is with customers. Carillon ERP allows you to track activities with all contacts and is designed to be used by everyone in your organization.
Carillon's CRM functionality is also fully integrated with the Carillon ERP software, and has the exact same look and feel as the rest of the system because it was built using the same set of ancestor objects. Anywhere in the system you are referring to a person, the person will be set up in CRM. Even employees are a special kind of contact.
Your whole company will benefit by tracking activities with all contacts and management will easily be able to see all the activities associated with any organization in one easy to use window. You have an unlimited number of contacts with multiple look-up possibilities for quick retrieval of information. Our ERP software allows you to capture as much or as little information about each contact as you like.
Anywhere in the Carillon ERP system you are working with a Company, Customer, Ship To, Vendor, or Supplier, you are working with contacts in the CRM window. So in addition to setting up contacts at customers, you can also set up contacts at suppliers, vendors, or anywhere else you like. We use Contact Management to record all sales activities with a client, credit and collection activities, as well as all support activities.
For each contact (person) set up, you can track the following information:
- Address (mailing address, physical address and home address)
- Multiple Phone Numbers
- Overall Comments
- Email and Web Site Address
- Whatever you would like in multiple user defined classes
You can assign the contact to:
- Multiple user-defined mailing lists (which interface with Microsoft Word)
- Multiple Sales reps
- Multiple Lead Sources indicating the source of the lead
For each contact you can track:
- Unlimited Activities with unlimited text
- Unlimited To Do's with unlimited text
- Unlimited Documents that have been sent