BUSINESS SOFTWARE SOLUTIONS
Sales and Distribution Solutions
Most companies derive revenue from sales, marketing and in most cases have
distribution requirements. Industries in manufacturing, distribution
companies with or without inventory and service organizations all have the need
to drive revenue and maintain great customer service levels.
Microsoft Dynamics GP, Microsoft Dynamics CRM and SalesPad can address all of these
industries' requirements in helping drive great customer service, track sales and
marketing and if you do have inventory and/or manufacturing, Dynamics GP will
control sales of inventory and dropshipping. Dynamics GP and CRM together
are one powerful solution for you and your sales team.
SalesPad is a must have if your company has order entry staff; even if you have
just one! This tool delivers all-in-one order entry, inventory and sales
management that integrates seamlessly to Microsoft Dynamics GP data.
- Quick quote & order entry
- Easy access to all customer information
- Efficient order management
- Configurable workflow
- Complete inventory visibility
- Purchasing functionality
- Built-in credit card processing
- Total configurability
Download SalesPad brochures and please review carefully. CIS is
confident you will want to see this product in action.
Microsoft Dynamics CRM (Customer Relationship Managment) for Sales Management
Boost revenues and increase your sales pipeline accuracy with sales-force
automation.
- Utilize Sales Force Automation Tools Including Dynamics CRM Within Office
Outlook
- Track Pipeline and Sales for Improved Financial Planning
- Setup Workflows to Improve ProductivIty and Reduce Missed Opportunities
- Utilize Mobile Express for a 24/7 Sales Team (salespeople don't want to miss a
sales task or opportunity!)
- Adaptation and Team Deployment is Easier with an Intuitive Office Tool
For more detailed information visit our
Dynamics CRM page
Microsoft Dynamics CRM For Customer Service
Deliver enhanced value to customers with real-time information and insights.
- Improve Account Handling with a 360 - degree view of your customers
- Track Cases and Utilize Rules Based Routing
- Simplify Contract Management
- Streamline Scheduling
- Automate Workflows to Ensure Consistent Customer Handling
- Utilize Mobile Express to Deliver Alerts and Notifications
- Analyze Your Company and Staff Service Levels with Easy Reporting
Microsoft Dynamics CRM For Marketing
Improve your effectiveness with marketing solutions that give you a competitive
advantage.
- Manage Your Investment in Data with Easy Data Import Tools
- Slice and Dice Data Based on How Your Company Needs to Market
- Execute Marketing Activities and Events with Simple Wizards and Embedded Office
Tools
- Improve Response Management and Marketing ROI with Automated Workflow
- Mobile Express Allows for On the Road Access to Budgets, Campaign Creation, Lead
Assignment and More
- Measure Marketing Sucess and Reporting with Powerful Reporting
With Microsoft Dynamics GP integration your company can also take advantage of
the following features and benefits.
Microsoft Dynamics GP
- Simple Order Entry and Order Acknowledgement
- Drop Shipping with Customer Invoice Prompt with Vendor PO Receipt
- Complex Pricing Scenarios for Your Customers
- Complex Commissions
- Distribution Controls for Simple or Complex Warehouse
- Inventory Controls for the Manufacturer and/or the Distributor
- Purchasing Functionality Includes Drop Shipping
- Accurate Inventory Costing
- Financial Management for Multi Company and Centralized Accounts Payable
If you are a manufacturer too, please visit our
web page dedicated to your
industry.
What we can do for you
At Custom Information Services (CIS), we understand that each business has unique requirements and how to use software technology to meet these challenges. For more information contact Nancy Phillippi at 817-640-0016 x109 or email NPhillippi@customis.com.
CIS has been a long-time vendor with our company and we are very pleased with the results. The managed software service is ideal for a company of our size and really allows us to focus on what we do best—our business and our customers. I would recommend them to anyone who is looking for a partner to support them with their IT needs.
- Vice President, Specialty Chemical Manufacturing