Customer Management

Streamlined Solutions for Customer Satisfaction.

Improve responsiveness through collaboration during all phases of the customer life-cycle

You need to deliver more than just a product to keep customers coming back — short order cycle times, perfect orders, self-service options, fast delivery, high quality, custom configurations, timely service, comprehensive support and accurate invoices. QAD Cloud ERP provides all this and more to help you keep customers satisfied.

Customer Management

  • Sales Orders & Invoicing: Create and confirm quotations, sales orders, verify credit, allocate inventory, pick and ship products, and process invoices.
  • Customer Relationship Management: Increase your profits by improving customer acquisition and retention with a 360-degree view of your customer interactions from prospect to post-sale service and support.
  • Sales Analysis: Monitor your margins and salesperson productivity and analyze sales by product, item, site and customer.
  • Configurator: Offer mass customized products to improve customer satisfaction; ensure accurate pricing, configuration viability and material needs; and reduce scrap and rework. Configure centrally and deliver from any facility, or configure and deliver from the same site.
  • Customer Self Service: Automatically take orders on this web store-front that you can match to your own website’s branding.
  • Trade Activity Management: Support buying groups, contract management and best price management, and track financial impact of promotion and rebates.

Service & Support

  • Service and Support Management: Get after-sales service and support, covering all aspects of tracking and support for equipment.
  • Field Service Scheduler: Reduce cost and improve customer service by increasing service engineers’ productivity.
  • Mobile Field Service: Give the technician fast and easy visibility of call assignments and end user details, and accelerate tasks like activity reporting and parts replenishment.