Table of contents
What is customer management?
With a Customer management customers, suppliers and other contacts can be saved, edited and managed. Customer management is also known as Customer Relationship Management (CRM) and includes many other functions related to the management of contacts and addresses.
In addition to addresses, a customer management system can often also store and manage contact persons, routes, services, projects and many other company data relating to a customer. Freely definable fields are often available in a customer management system so that company-specific data can also be managed. Customer data can usually be exported in various formats. Some customer management programs offer additional interfaces, such as to external address books and calendars or to online stores.
Central customer management for a wide range of tasks
Customer management usually works in conjunction with other modules such as merchandise management, invoicing and article management. Quotations and invoices can be written and orders entered from a customer management system, letters and serial letters or e-mails can be sent to individual customers or customer groups, or services provided for a customer can be entered. Various specifications can often be entered in a customer data record, which are used when creating new documents (e.g. automatic entry of the VAT ID or the VAT rate of a customer in a document).
Good customer management supports the sales department in all daily tasks. In addition to managing all master data, it should be possible to store several addresses, contact persons, files and important documents for each customer. Every contact with the customer can be documented in an action log. For service providers, the software includes a time recording function for billing services.
The gFM-Business ERP Software contains all the modules mentioned and runs on Mac OS X, Windows and Apple iPad. Interfaces to Shopware, WooCommerce and Gambio GX3-based online stores are available for gFM-Business to manage customers, orders and articles in conjunction with an online store. gFM-Business contains all the customer management functions already mentioned and many other functions.
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Automatic assignment of e-mails and correspondence
The e-mail client integrated in the gFM-Business ERP software automatically assigns incoming e-mails to existing contacts if the sender address matches an address or contact person. In addition, further e-mail addresses can be noted for each customer, according to which incoming e-mail messages are to be automatically assigned.
Record and manage customers in the CRM of gFM-Business
The customer management integrated in gFM-Business offers a wealth of functions to manage customers, suppliers and prospects in one module in a clear way. Watch the following video to find out how to enter and manage contacts in gFM Business.
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Customer management in gFM-Business
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