Plex Manufacturing Cloud | Customer Relations Summary

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.

Customer Module  
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.

Contract Tracking  
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.

Communication Log  
A historical log of communication with contacts, customers and suppliers.

Quote Tracking  
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.

Weight Calculator  
Calculates mass and weight of various shapes and material types. Especially useful for generating quotes.

Quick Quoter  
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.

Revenue Reporting  
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.

Customer Assignment  
Assign employees to customer responsibility.

Field Service  
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.

Commissions Tracking  
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.

Competitor Database  
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.