Customer Relations Summary
Plex Online provides a full suite of tools for managing the sales process, from powerful Quote Tracking and Order Entry modules, to Release Accounting and Shipment Tracking, to Revenue Reporting and CRM.
By drawing upon is various modules, Plex provides Customer Relationship Management systems used by corporations to establish strategies, manage day-to-day communication, and organize the sales/service effort. The Plex Sales and CRM system can take many forms, depending on the specific requirements.
This module establishes a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. A basic requirement for most systems.
The Opportunity Tracking Module is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, $ Amount, Expected Close, and so on. This is the primary module a sales department uses to organize its day to day leads.
This module provides a central place to store and track contracts with outside third parties, such as equipment providers, software maintenance, and so on. Automatic notification and reports when contracts expire and/or require renewal.
A historical log of communication with contacts, customers and suppliers.
This module provides a mechanism for creating, printing, and tracking RFQ's and Quotes. It also disables some other "automatic" emails used by non-workflow customers.
Expanding on the Quote Traking system, the Estimating Module provides the ability to build up a detailed cost estimate for producing a quoted part. Also includes price markup and commission calculations.
Calculates mass and weight of various shapes and material types. Especially useful for generating quotes.
A quick and easy way to determine a new price based on the type, weight and price of all the existing prices in the database. Instead of using cost to drive the price, it uses the current market as represented in the current parts/prices.
Part Configurator Pricing System
The Pricing System, a sub-module of the Part Configurator, provides a mechanism for setting up and using highly-sophisticated, customized pricing structures for Order Entry and Estimating.
Order Entry & Tracking
The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.
Customer Orders & Releases
The Customer Order module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.
Spot Buy Order Entry
This is a screen for quick entry of spot buy customer orders. This screen will create Order, Order Line, Price, Approved Ship to, and Release records.
Standard Price Module
Provides the ability to setup standard, cross-customer pricing based on quantity break levels and other parameters.
Provides various reports for analyzing and tracking revenue.
Customer Sales Forecast
Allows forecast data to be stored by period, and comparisons made between snapshot versions of the forecast. Maintains Initial Sales and Manufacturing versions of the forecast and displays data by sales dollars or manufacturing quantity respetively.
Customer Satisfaction Overview
This module provides an overview of Customer Satisfaction. Each Customer is dipslayed with a color-coded Customer Satisfaction Level, Status Note, Account Manager Name, and so on.
Online Order Inquiry
This module allows customers to login to the system and view the real-time status of orders.
Assign employees to customer responsibility.
This module is used to track Field Service calls to customer locations. Service records inlcude Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. Also tracks Spare Parts used and warranty status.
The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commision when part shipments are made. Reports show the amount of commissions owed based on payment status of the associated customer invoice. Commissions owed can be selected and used to generate accounts payable records, from which pay checks can then be cut via standard accounting module functionality.
This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts.
Mail List Manager
A system designed to manage a promotional literature for a Direct Mail campaign.
Sales Literature Request
The Sales Literature Request Module is used to Manage Customer Requests for Samples, Literature, etc.
Special Price Request
A module, integrated into the CRM system, for tracking customer requests for special pricing.
Sales Force Coordination
This module provides the ability to track and coordinate the activities of a sales force.