aspen, charter software’s flagship product is a unified ... · 11/15/2016  · »-integrated crm...

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Aspen, Charter Software’s flagship product is a Unified Business Solution: » Dealership Management Soſtware » Fully-Integrated CRM » Mobile Tools » Customer Portal » Supplier Integraon At the Forefront of Technology Our commitment to innovave use of technology enables us to design a powerful, manageable IT infrastructure and architecture in ASPEN. As a result, we are able to quickly adapt to industry trends and extend ASPEN beyond the basic funconality of a business system. » Forward-thinking product roadmap » 3 releases per year with hundreds of customer-driven features Mobile Access ASPEN’s Interactive Mobility (A.I.M.) provides access to ASPEN information from a smartphone or tablet. Mobile users can look up customers and inventory, take pictures, create invoices and pick lists, log onto work orders, create and log communications and much more. With A.I.M. you don’t need to be onsite to stay on top of your business! Multi-Tasking Made Easy Provide faster, beer customer service by controlling the many interrupons encountered in a day’s work. ASPEN’s intuitive navigation allows users to quickly switch between multiple functions, invoices, work orders, and/or reports, as well as other program functions without the need to close, save or refresh. Internal Workflow & Task Management ASPEN’s workflow tasks and communications replace e-mails, notepads and sticky notes so nothing falls through the cracks. From any ASPEN record, report, invoice, etc., one click creates an instant message or task that provides your recipient direct access to that specific information. ASPEN’s built-in workflow creates more consistent processes for repetitive transactions, saving time and duplication of effort. “ASPEN is constantly evolving to fill dealers’ needs.” Mark Friedrichs, Hawke & Co.

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Page 1: Aspen, Charter Software’s flagship product is a Unified ... · 11/15/2016  · »-Integrated CRM Fully »ools Mobile T »tomer Portal Cus » Supplier Integration. At the Forefront

Aspen, Charter Software’s flagship product is a Unified Business Solution:

» DealershipManagementSoftware» Fully-Integrated CRM» Mobile Tools» Customer Portal» SupplierIntegration

At the Forefront of TechnologyOurcommitmenttoinnovativeuseoftechnologyenablesusto designapowerful,manageableITinfrastructureandarchitecture inASPEN.Asaresult,weareabletoquicklyadapttoindustry trendsandextendASPENbeyondthebasicfunctionalityofabusinesssystem.

» Forward-thinking product roadmap» 3releasesperyearwithhundredsofcustomer-drivenfeatures

Mobile AccessASPEN’sInteractiveMobility(A.I.M.)providesaccesstoASPENinformation from a smartphone or tablet. Mobile users can look up customers andinventory, take pictures, create invoices and pick lists, log onto workorders, create and log communications and much more. With A.I.M.you don’t need to beonsitetostayontopofyourbusiness!

Multi-Tasking Made EasyProvide faster, bettercustomerservicebycontrollingthemanyinterruptionsencountered in aday’swork.ASPEN’s intuitivenavigationallowsusers toquicklyswitch betweenmultiple functions, invoices, work orders, and/orreports, as well as otherprogramfunctionswithouttheneedtoclose,saveorrefresh.

Internal Workflow & Task ManagementASPEN’sworkflowtasksandcommunicationsreplacee-mails,notepadsandstickynotessonothingfallsthroughthecracks.FromanyASPENrecord,report,invoice,etc.,oneclickcreatesaninstantmessageortaskthatprovidesyourrecipientdirectaccesstothatspecificinformation.ASPEN’sbuilt-inworkflowcreatesmoreconsistentprocesses forrepetitivetransactions,savingtimeandduplicationofeffort.

“ASPEN is constantly evolving to fill dealers’

needs.”

Mark Friedrichs, Hawke & Co.

Page 2: Aspen, Charter Software’s flagship product is a Unified ... · 11/15/2016  · »-Integrated CRM Fully »ools Mobile T »tomer Portal Cus » Supplier Integration. At the Forefront

Powerful Search CapabilityASPEN’sSelection&VisionScreensprovideamultitudeofoptionstoquicklyandeasilyfindinformation–withmuchmoreflexibilitythanavailablefromareport.These tools empowermanagement to gain deeperbusiness insight such as salesvolumeandmarginsbydepartment,customerpurchasingtrends,andopportunitiesforadditionalbusiness.

Best-In-Class Customer SupportOur thoroughtrainingandconsistent, reliablesupportgoesbeyondthebasicuseofoursoftware–wehelpyouapplyASPENtothewayyoudobusiness.AtCharterSoftware,weknowworkdoesn’tonlyhappenduringbusinesshours,soinadditiontoour livecustomersupport team,wealsohaveanASPENproductwikiavailable24/7.WetakeCustomerSupportseriously,andareproudtosayinanindependentsurvey,ourcustomersrankedoursupportVeryGoodtoExcellent.

Permission-Based SecurityASPENusersonly viewandaccess the functionsforwhichtheyhavepermission.Everyrecord inthesystemisstampedwiththedate itwascreated,modifiedandarchivedandbywhichuser,toeasilytrackchanges.

Integrated CRMAnintegratedCRMgivesyouthepowertoleverageallofyourdatafromoneplace,bringingcohesivenesstoyoursales,marketingandcustomerdata,whilesavingthehassleandexpenseofmanagingaseparatesystem.

» Masse-mailmarketing and lists for direct mail» Log all interactions and emails to customers» 360°viewofcustomers» Salesquoting,contractgeneration,pipelineand

statusAccessible DataWedon’tholdyourdatahostagelikeothersoftwarevendors–YOUownyourdata.Ourdatabasedefinitionisopentogiveyouthepowertodevelopyourownextracts/queriesfromtheMicrosoftSQLserverdatabase, and with ASPEN Integrator you can integrate with your other software or online systems.

Drill-down ReportingVirtually allASPENscreensand reportsallowusers to click theirwayback totheoriginal sourcedocument such as an invoice, parts transaction, accountspayablevoucher,etc.

“Charter helps us to

discover ways to do things

we didn’t even know we were capable

of doing.”

Hilary Reichling, R-Equipment