CRM Module Within JOBSCOPE ERP System Creates Business Efficiencies

Jobscope, a company that delivers an ERP solution for order-driven manufacturers, is now shipping their newly-released Customer Relationship Management (CRM) module as part of the JOBSCOPE ERP system. Fully integrated within JOBSCOPE, the new CRM module offers complete customer management capabilities without the need of buying a third-party application or any bolt-on software. Single screen views with easy-to-navigate customer tabs simplify the CRM experience. The CRM module is included with the purchase of JOBSCOPE and available at no cost for existing customers, who maintain an on-going support agreement.

With the CRM module, JOBSCOPE customers now have complete activity tracking capabilities for all of their accounts and prospects. Multiple contacts, bill to and ship to addresses are included on single records making tracking activity easy and simple. Additionally, multiple hold statuses for each account are available including job hold, work order hold and shipping hold. Users of the CRM module also have the ability to link documents to customer records for simplifying access to engineering drawings, pictures, or other account and project documentation. Product, Invoice and Estimate tabs are included to track all products quoted, sold and invoiced for each account as well as a customer master tab that shows sales and payment history for each customer.

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“The new CRM module within JOBSCOPE creates information visibility into all aspects of each customer,” says Hank Sanders, President of Jobscope. “Having quick, instant access to decision-impacting information will help improve business efficiency for our current users. The CRM functionality gives them better insights into each customer account that fosters a personalised approach for cultivating high-value relationships.”