Slide 3

Customers Management

Account Management

  • Track all accounts and related contacts, opportunities, cases, and other details from a common repository
  • Specify parent-child relationships between accounts and their subsidiaries or other divisions
  • Import accounts from external sources, such as excel, and other applications
  • Generate quotes, sales orders, and invoices for the accounts
  • Track purchase history of the customers and analyze opportunities for up selling and cross selling
  • Create fully customizable account reports
  • Export accounts to spreadsheet software (such as Microsoft® Excel®, OpenOffice®, and others) to analyze the buying patterns of a customers and set up loyalty programs
  • Attach customer-specific documents to accounts for a quick reference in future

Contact Management

  • Track all contacts and related opportunities, cases, activities, and other details from a common repository
  • Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
  • Import contacts from external sources, such as excel and other applications
  • Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  • Synchronize contacts with Microsoft® Outlook®

Service Contracts

Service Contract is a negotiated agreement for the products rendered to your customers. As per the agreed contracts, your support center is supposed to offer service for the product for agreed period of time. It boosts the level of customer satisfaction and builds healthy trading relationships.

Customer Portal

Give your customers access to SYS IT OMS’s private customer portal - a place for them to see their history with you, to share files, and to seek assistance. The portal shows them selected records such as opportunities and contacts, lets them download quotes and invoices, share files, and submit, view, and update cases, as well as providing access to a knowledge base for quick answers to questions.