Accolent ERP allows for two possible methods of assigning salespersons. In the first model, a salesperson will be assigned to a customer and the salesperson assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all sales to that customer. In the second model, salespersons are […]
Category: Prospects
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Prospect Records
From a prospect record, you can see information for that prospect. Each prospect record is assigned a unique Prospect Code. For prospects with multiple locations (usually a primary bill-to location and multiple ship-to locations), enter a separate prospect record for each location. List Prospects To see a list, edit a record or add a new […]
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Sending CRM Blast Emails
Accolent ERP allows for defining a population of Customers and/or Prospects and their associated CRM Contacts to receive a CRM blast email. The CRM email template may be created and edited as desired in Accolent ERP using a full HTML editor. The CRM email can contain a file specified as an attachment, although this is […]
Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user can […]
DEFAULT Customer, Prospect, Vendor, Product, Records
Accolent ERP comes with Customer, Prospect, Vendor and Product records named DEFAULT. Once set up, these DEFAULT record will supply the selected default values whenever new Customer, Prospect, Vendor or Product records are created. They will also be used by the AI Agent that creates the import templates for any required fields missing in the […]
Internal Notes and Special Instructions
Accolent ERP allows the use of Internal Notes as well as Special Instructions, which are printed on forms, on all transactions. Internal Notes stay with a transaction through its life cycle from Quote to Invoice or from PO to PO Receipt and can be seen in Accolent ERP but are not printed on forms. Printed […]
Entering Prospect Types Value Lists
Prospect types are used to group prospects for the purposes of reporting. Since prospects will hopefully become customers at some point, it is recommended that the prospect types be the same as the customer types so that a prospect can be easily converted to a customer when and if approriate Entering Prospect Types Set up […]
Using Email and Fax Defaults
The Accolent ERP email/fax defaults functionality allows forms to be automatically emailed or faxed to Customers, Vendors or Salespersons. To set this up, each form for each Customer, Vendor or Salesperson has to be linked to the contacts that will receive that particular form. Once these form recipients are set up their addresses will auto-populate […]