Customer Tracker.

Net

CRM

TrackerSuite.Net
www.TrackerSuite.Net/CRM

Automation Centre
www.Acentre.com 435 E. 9th Street Tucson, AZ 85705 (520) 882 - 9287

Customer Tracker.Net
Customer Tracker.Net is a CRM solution that simplies the management of customer information, contact activities, opportunity tracking and contract management. Customer Tracker.Net also serves as the customer data store of TrackerSuite.Net modules for project management, billing, purchasing and invoicing, eliminating the need to manually enter information that is already available and simplifying the process of customer invoice generation.

Simplify CRM, Contract Management and Invoicing

Centralized Customer Information

Customer Tracker.Net serves as a central database of customer information, accessible via the Web or email. It simplies the work of administrators by providing a customer directory with comprehensive proles that include all materials related to the customer, as well as providing key CRM functions. Using Customer Tracker.Net, organizations can:
Contract or PO is received Prospect becomes customer

Prole key contacts. Schedule activities and view tickler lists. Generate, distribute and store customer correspondence. Create, store and track customer contracts. View customer project lists and support tickets. Identify, track and manage opportunities. Sales executives and administrators can leverage views of Pending Pipeline, Win / Loss Data, and Activity Lists.

Customer profile including billing info and charge codes is created

Manager takes ownership of relationship

General project status reported to customer Activities are tracked and planned

Team does project work for customer

Status of tasks and progress reported to customer Correspondence is created and archived

Review process

Billing for Labor, Expense and Purchases

Establish a portal for named customer contacts to submit project requests and support tickets.

Project Manager
Final product delivered
Product Billing Creates, approves, adjusts billing items

Experience TrackerSuite.Net Today

Register online at http://www.TrackerSuite.Net/RFI for immediate access to a TrackerSuite.Net evaluation site and have a hands-on evaluation today.

www.TrackerSuite.Net/CRM

Searchable Customer Directory

Customer Prole

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Customer Contact Directory

Contact Proles

www.TrackerSuite.Net/CRM

Schedule Activities

Manage Tickler Lists

www.TrackerSuite.Net/CRM

Track and Manage Contracts

Contract Templates

www.TrackerSuite.Net/CRM

Store Correspondence

Dene Opportunities

www.TrackerSuite.Net/CRM

Win / Loss Views

Export Views as Emails

www.TrackerSuite.Net/CRM