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BMS Customer Management

 Customer Management

Customers are the life-blood of your business. PowerPro BMS helps you with this critical asset via quick and easy Customer Relationship Management. 

PowerPro BMS allows you to maintain a database of all your customers so that you can easily track names, addresses, phone and fax numbers, an email address, tax information and more.  When a sale is entered, the customer information is automatically placed on the invoice.  The same is true for Repair Orders, Special Orders, Cost Estimates, etc...

As you can see, the customer screen allows you to track many details about each customer.  You can easily track both businesses and individuals from a single location.  And, finding a specific customer takes only a few seconds with the quick search capability.

PowerPro BMS tracks Financial Information about each customer including a Price Level for Calculating Discounts, Payment Terms, Tax ID, Deposit Requirement on Special Orders, and Charge Account data.

The Notes field allows you to enter an unlimited amount of free-form text about each customer.  This can be anything you wish including alternate contact phone numbers and names, specific requirements when filling a customer's orders, a record of phone conversations, etc...

The Marketing section allows you to specify particular areas of interest for each customer which can in turn be utilized in promotional mail-outs.

Under Sales History, you can quickly review every sale for a given customer, the total of each sale, and the grand total of all sales.  This is very useful in determining how long a customer has been doing business with you as well as their volume of sales activity.  

With PowerPro BMS, managing your customers is easy!

 

Hot Tip
Easily print a shipping or mailing label for any customer by clicking on
the printer image.

Print mailing labels for all customers or a subset of customers as needed.

To send a quick email to a customer, simply click  the Email Address link.
CRM
Customer Relationship Management is crucial.  PowerPro BMS allows you to track detailed information about each customer.

You can also set Follow-up Dates, record Notes, and easily generate mailing lists based on Marketing Categories, Birthdays, Purchase Patterns, etc.


 
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