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Activant Prophet 21
Customer Relationship Management
This class is designed for…
System AdministratorsPersonnel responsible for monitoring important business events and maintaining customer relationships
Objectives
Define Customer Relationship ManagementUtilize tools within Prophet 21
Customer Master InquiryCustom Column MaintenanceTerritory DefinitionContact MaintenanceTask Maintenance
This course will NOT cover…
Customer Maintenance
Customer Relationship Management
Customer Relationship ManagementManage existing customersImprove automation of outside sales force
Opportunity ManagementPipeline Management
Grow marketing initiatives within distributorship
Customer Master Inquiry
Contact Maintenance
Tasks
Territories
Contacts Report
Customer Maintenance
Physical Address
Custom Columns
Ship To/Sales Rep
Sales Pricing
Financial Information
Invoices
Payment
Credit Mgmt
Cash Collection
Customer Master Inquiry
AccessibilityInquire menuHotkey - F8Right Mouse Button anywhere Customer ID field is present
General Information
Column sorting availablePrint and Print Preview available from RMB menu
Foreign currency view toggle
Customer / Contact Information Tab
Arrows allow scrolling thru customers viewedContact information displayedDrilling into Sales Trend graph opens Order History tab
Customer / Contact Information Tab
Go To options available with RMB clickCustomer Notepad MaintenanceOrder Drill Down by CustomerSales Pricing InquiryOrder Entry
AppShare
Demonstrate Customer Master InquiryShow how to launch windowShow available Go To optionsShow scrolling through multiple customers
Physical Address Tab
Physical address info
Custom Column Tab
Custom Column Maintenance
Create and organize custom fields for customer recordsCan control what information is available and how it’s presented
Custom Column Definition Maintenance
Column Name – field IDColumn Description – nameData TypeAlphanumericDateDecimalIntegerList
Max Length – number of characters field will acceptDecimal Precision Custom Column List Value
Custom Column Association Maintenance
Determine how and where custom fields displaySystem Setup / Maintenance / Custom Column Maintenance / Custom Column Association
Custom Column Tab
Field displayed on Custom Column Data tab in module specified during setup
Ship To / Salesrep Tab
Displays all customer ship tos and related sales reps
Sales Pricing Tab
Pricing Method displayed, as well as pricing libraries and contract pricing
Audit Trail Tab
Tracks changes made to customer record, who made them and when they were made
Additional Tabs
Customer Notes TabDisplays notes that would display in Customer Maintenance
Document Links TabDisplays any links with the display location of Customer Master Inquiry
Customer Master Inquiry
Contact Maintenance
Tasks
Territories
Contacts Report
Customer Maintenance
Physical Address
Custom Columns
Ship To/Sales Rep
Sales Pricing
Financial Information
Invoices
Payment
Credit Mgmt
Cash Collection
Invoices Tab
Invoices may be filteredDrilling into invoice launches AR Drill Down by Inv
Invoices Tab
Payments Tab
All payments from customer are listedCheck Number drill down available
Credit Tab
Credit Status, credit limitsCredit card information
Credit Status Tab
Summarized credit information
Credit History Tab
Order History Tab
View customer’s extended price, profit % and a sales comparison
Cash Collection Calls Tab
Displays all open and mandatory collection calls and their associated invoices
Customer Master Inquiry
Contact Maintenance
Tasks
Territories
Contacts Report
Customer Maintenance
Physical Address
Custom Columns
Ship To/Sales Rep
Sales Pricing
Financial Information
Invoices
Payment
Credit Mgmt
Cash Collection
Contact Maintenance
Synching Contacts
Jobs are created on exchange server that will synch Prophet 21 contacts to Outlook
Software added on
Free of charge Recommended Technical Consulting
Must have Outlook 2000Enter Software Support Case for Software
Contacts
Remember!…Prophet 21 is an open database Contacts can be imported into Excel Perform Mail Merges
Create form lettersMailing EnvelopesCatalogs
Contact Report
Contact Management / Reports / Contacts Report
Contact Fast Edit
Contact Fast Edit
Task Tab
Tasks
Acts as To Do notes Can be attached to Contacts in specific transactions Can be set up to display RemindersAutomatic Task Reminders for uncompleted and open Tasks upon Log in Assign more than one person to a taskAssign the same task to multiple contactsSystem Administrator can see all open tasks in the system
Tasks
Schedule Task Tab
Assigned To Tab
Assign task to multiple people
Contacts Tab
Associate multiple contacts with a task
Tasks
Tasks
Automatic Task Reminders will appear at Log In
Tasks
Tasks
Setup prompts for Tasks to be created in User Maintenance
View All Tasks
To Do Tab in Task Maintenance My tasks - The tab only displays tasks assigned to you.Tasks assigned by me - The tab only displays tasks assigned by you.All tasks - The tab displays all tasks in the system.
Activities Tab
Territory Tab
Territories assigned to customer display on this tab
Territories
System Setup / System / System Settings
Territory Maintenance
Accounts Receivable> System menu> Territory Definitions> Territory MaintenanceAdd, edit and delete territories
Territory Group Maintenance
Accounts Receivable / System / Territory Definition / Territory Group MaintenanceOrganize territories into groupsTerritory may belong to more than one groupTerritories tab to list territories belonging to group
Territory Use
Customer and Ship To Maintenance have Territory tabs
Territory Option on Reports
Reports modified for territory parameterSales History ReportWBW ReportInvoice ReportPacking List ReportOpen Orders ReportOpen RMA ReportOrder Line Item Detail ReportProfit Exception ReportContract Pricing ReportCustomer Pricing Report
Limit by Territory Option
Limit by Territory settingSet to Yes, must specify Territory IDSet to Group, must specify Territory Group IDSet to No and territories are not taken into affect when running the report
AppShare
Demonstrate creating a territory for a customerShow WBW report limited by territory
Summary
Define Customer Relationship ManagementUtilize tools within Prophet 21
Customer Master InquiryCustom Column MaintenanceTerritory MaintenanceContact MaintenanceTask Maintenance
For More Information…
Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com/
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case
E-mail Professional Services Salespss@activant.com
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