SEARCH        
  Login
    Your home here:  Features > Order Entry & CRM
 
 
Order Entry and Customer Relationship Management (CRM)

A Customer Relationship Management (CRM) system is vital to successful customer service.  In Evosus®, all customer data is a single click away. With a centralized database, every employee in your company can answer a customer’s question right NOW!
Customer Merge
  Click image to enlarge
What is the difference with Evosus®?  Total Integration!  Total integration means anyone in your company can answer customer questions quickly and efficiently.  No more extra phone calls or digging through mounds of paperwork.  Eliminate the hassle with Evosus®!
In addition to automated follow-up with Evosus® Marketing, employees can easily add their own follow-ups and see who else in the company is communicating with a customer.
No more searching through multiple databases to find a customer.  Leads and customers are in the same database.  Evosus® automatically converts a lead into a customer once the sale is complete, so you can still keep track of leads vs. customers.  
Increase profits with Evosus® Dynamic Kits by ensuring employees are asking up-sell questions at EVERY sale!  This allows new or seasonal employees to take complex orders quickly and easily.

Sales Order
  Click image to enlarge
Maintain your profit margin on big ticket sales with our exclusive Margin Maker.  The Margin Maker allows you to see the potential profit on each item and how discounts will affect the margin. 
 
Manage new orders with Evosus® Order Queues.  Order Queues are completely customizable and allow you to manage the flow of orders through your company. 
Evosus® will automatically record serial number sales in the equipment history as soon as the item is delivered.  All equipment, including related warranties, display as soon as the customer is accessed.  All service notes associated with the equipment are automatically tracked. 
 
Instantly create Purchase Orders directly from a customer Sales Order.  No guesswork, no fuss - simply click a button and you’re done!

<<Inventory      Service & Delivery>>

 
Order Entry & CRM Hightlights

  • Total Integration
  • Automated Customer Follow up
  • Easy Access to Customer Information
  • Note History
  • Customer Pictures & Documents
  • Customer Attributes
  • Customer Specific Pricing
  • Customer VIP Statuses
  • Referral Tracking
  • Order Queues
  • Sales Messages
  • Quote and Order Management
  • Quote Promotion
  • Exclusive Dynamic Kits
  • Static Kits
  • Exclusive Margin Maker
Schedule a Demonstration

Schedule Online Demonstration

In about an hour's time, we can give you and your staff a live tour of Evosus. All you need is a computer with high-speed internet access and a phone.  If you prefer a live demonstration, visit us at a tradeshow in your area.

To schedule your online demonstration, CLICK HERE!