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Business
Activity Management Module
Manage and Track your Business Activities
One of the most
powerful time and energy-saving resources available to ACCTivate! users
comes from the proper implementation and use of the Business Activities Management
module.
This
module allows any organization to properly manage just about any type
of information that needs to be documented, categorized and stored for review
at a later date.
It
can do this because it's completely configurable to work for any
company in the way that they do business. Each activity is stored as its own
unique business activity, complete with a full description and categorization
along with the specific action that needs to be taken.
Business
Activities Management can really help to keep track of hundreds of
different types of activities in a typical business.
Here are a few examples:
Customer Service Management
When
a customer calls in with a complaint, a question about a bill, a
question about a product or anything else, simply create a new business
activity while they're on the phone to get started. Then, depending on the nature of the
call, you can enter their information and even link this new activity
to a specific sales order or to a specific product.
If
necessary, assign this activity to someone in the company for that
person to follow-up with by a certain date. When they finish dealing with it,
they can reassign it to someone else, or mark it as complete.
RMA
Management
Again,
because the system is open-ended, you can fully manage just about any
type of information or activity that is needed in your company.
Of
course, this includes RMA management.
When a customer wants to return an item that they have
purchased, simply create a new business activity with the relevant
information entered into it.
Give
that activity number to the customer as a RMA number. If it's written on the paperwork that
comes with the returned package, anyone in the company can access the
RMA number and take the necessary action to complete the RMA.
Other Management Tasks
The
needs of your company and your own imagination are the main constraints
for how the system works.
Consider these other uses:
Customer
Complaints
Vendor
Negotiations
Warranty
Claims
Employee
Suggestions
Sales
Opportunities
General
Maintenance
Special
Purchasing Tracking
...
and more.
Remember,
because ACCTivate! is built to accommodate custom reports designed in Crystal
Reports®, reports can be authored that provide a full
management view of any of these business activities.
For
more information on how the Business Activities Management module can
help your company, call or email your ACCTivate! representative.
Online
training classes for this module are available as well.
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