|
 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 businesses
to properly manage virtually 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 Activity 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
 Keep your
customers satisfied by keeping track of their customer service
issues. With the
Business Activity Management module you can easily take care of
their needs and have a complete history of their issues right at your
fingertips.
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.
Then, depending on the nature
of the call, you can enter their information and even link the new
activity to a specific sales order or to a specific product.
If necessary, assign this
activity to someone in the company 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.
 Return
Merchandise Authorization (RMA) Management
 The
Business Activity Management module is your company's savior when it
comes to efficiently managing product returns. The module
can save you headaches and promote customer goodwill when
tracking and managing RMAs.
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.
 Sales
Opportunity Tracking &
Management
 Most
companies believe that finding new customers is one of the most
important parts of their business and we agree. Therefore
the Business Activity Management module has the tools you need to
easily manage and track each of your sales opportunity issues.
When a prospect or new
business opportunity comes your way, simply create a
new business activity. You can record and save any information
about a prospect, such as contact information, other contacts for the
prospect, multiple notes and more.
You can even assign the
prospect to a salesperson for followup and
easily find the prospect in the system once the activity is saved.
But you can even go beyond
simple contact management for your prospects. The sales opportunity
activity can be linked to important related information such as
quotes and any customer history (i.e. credit, sales, products and
customer service).
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
Visit the ACCTivate!
website for more information on these business activity examples
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,
contact your ACCTivate!
representative.
Signup for training today!
Online training classes for
this module are available as well.
|
