SouthWare’s CRM solution is called TaskWise. CRM stands for Customer Relationship Management. This CRM module provides a number of features engineered to help your business manage prospect and customer relationships more successfully. Since CRM integrates seamlessly with other ERP modules, your users have a full view into the existing customer relationship, beyond just conversations and to-dos. CRM stands at the heart of both sales and customer service functions. Giving your customer facing resources a full view of what’s happening in these accounts has never been more important to customer retention and satisfaction.
TaskWise CRM supports a number of productivity enhancements that help your organization go far beyond manually printing out a report from your ERP system, handing it to an account executive, and asking them to resolve an issue. Task scheduling and management features enable the scheduling, forwarding, followup, and closing options for tasks such as calls, appointments, emails, and fulfillment. Alerts can be generated by scanning the system for any exception conditions you want to identify, and can even generate related tasks for your representatives to execute.
Additional supporting functions include automated scripts with variable text, literature fulfillment, projects, task instructions and many more. By interfacing with MS Outlook your communication process is streamlined, and any Outlook data that is synchronized with your mobile device then becomes available on the go. Internet access to TaskWise CRM data is available through the optional Netlink connector.
Please have a look at the TaskWise brochure for more information about the solution, or watch a demo of the SouthWare CRM Portal in action. Our SouthWare Demos page has more options for you to review, including additional modules your organization may benefit from using.
If you’d like to see a custom demonstration of SouthWare CRM – TaskWise, along with getting specific questions answered for your organization, please click the learn more button to the right, or contact us at (800) 295-0167 to set up a time to talk further.