Customer Management
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Customer Management System

More than ever, it’s important to take care of your customer.  After all, if you don’t, someone will!  Dealerships are more competitive than ever.   Dealers are selling in your back yard, out of territory.  You’re having to expand your service area.  Customers are calling across the state (and country) to find the right equipment at the right price.

If you use the Customer Management System from HBS, you’ll have a significant advantage over the competition.  You’ll have information about your customer you can use.  You’ll have information about their buying habits, equipment, repair history, family, farms, acreage, credit worthiness, and much more.  You will be in charge of the selling cycle.  You can even have equipment sold before the competition knows there’s a sale to be had!

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Track key Customer Information like -Names, Addresses, Phones, and Fax.

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Track Contact Information like - Titles, Hobbies, Schools, Birthdays, Anniversaries, Cell phone numbers, or Comments.

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Track buying history information like - Largest balance, COD status, Credit limit, Credit Rating, YTD Sales (in dollars), and Last 12 month’s sales (in dollars).

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Enter/track sales activities - Keep track of recall dates, product codes, sales objectives, notes/comments on each customer or prospect.

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Track customer land/sites - Enter/maintain up to 99 land locations per customer, tracking their crops, acreage, crop descriptions, driving directions, physical locations, and more.

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Keep data on family members - Enter/maintain information with names, relationships, ages, schools, hobbies, etc.

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Maintain a complete inventory of customer equipment - Know the stock number, make, model, age, purchase date, and serial number of each piece of equipment your customer has.

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See a complete buying profile on each customer - Complete with Credit limits, PO requirements, Current and largest balances, Memo balances, Payment history, Credit rating, A/R aging, Purchasing history by Parts, Wholegoods, Service, or Rentals.

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Set up your own classification codes - Sort and market to your customers based on what the have in common: soybeans, combines, rental customers, high volume parts customers, etc.  The possibilities are limitless!

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Keep tabs on every product inquiry that comes through the dealership - Know how much interest you generate in a piece of equipment.  Search your records for new, used, lost sales, or all sales; look only at certain date ranges, or all date ranges.   Figure out who’s shopping and who’s not.

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Keep on top of sales prospects - Complete record of sales calls.   Recall and reprint anytime by product, or salesperson

 

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Contact Manager


Use the CMS module to manage every sales contact with your customer to make sure your are reaching all of your customers effectively and efficiently.

 

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EPIC® is a registered trademark of HBS Systems, Inc. 
COINsm, STARsm, BizNETsm, e-formssm, NetViewsm, ECLIPSEsm, e-Customer Gatewaysm,  ComLinksm,  and GraphXpresssm are HBS Systems software products.
All other products mentioned are registered trademarks or trademarks of their respective companies.