Key Account Management

Features

• Contact manager
• Project management
• together with module CUSTOMER HIERARCHY
  

Global project management MODULE GLOBAL ANALYSIS

• analysis concerning different currencies
• global hierarchy of contacts

Potential analysis

Features:

• collect customer potentials in detail
• compare customer potentials with current businesses
• assign competitors with potentials
• show current businesses per port
• show potentials per port of one customer
• together with module INTERFACE

Show loan status

• show credit limit
• show open assets
• three different icons show the status of the credit:
• green = utilisation of credit limit < 75%
• yellow = utilisation of credit limit75%– 99%
• red = utilisation of credit limit >= 100%

1. Introduction
2. Management of appointments    & to dos
3. Management of contacts
4. Tender management
5. Search functionality
6. Workflow
7. Partner, agent, and project management
8. Key account management & potential analysis
9. Consignee/shipper management
10. Analysis of shipments
11. Email, Outlook and Lotus Notes interface
12. Reports and Statistics
13. Analyses, reports and customer classification
14. Campaign management
    & address revision
15. Data warehouse
    & call center
16. System settings & Admin-Tool
17. Interface operative system, financial system & telephony