QAD's comprehensive suite of customer relationship management solutions supports various stages of the customer lifecycle after acquiring customers by managing orders, product pricing, and order execution. Customers rely on our solution to automatically manage marketing and sales personnel, manage sales personnel activities and performance, and monitor whether they comply with sales processes. Customer relationship management solutions can help businesses:

Increasing revenue: through effective and economically efficient marketing activities

Improve visibility across all channels: provide customers with a complete view

Improving customer experience: Fast, accurate information and self-service options can help customers obtain information

Simplify the order process (including configuration): Accurate order input and product configuration can reduce costs and shorten delivery times

Outstanding features of customer management suite

Customer Relationship Management (CRM): Provides a fully functional set of sales and marketing automation tools designed to enhance sales and marketing, including communication and planning tools, channel and forecasting management, and customer service.

Sales quotation: supports sales quotation management, used for tracking and converting into sales orders.

Sales orders: Support order input, tracking, reporting order status, and inventory allocation in centralized and decentralized modes. In addition, customer service representatives (CSR) are allowed to configure processes to comply with the company's business processes.

Sales analysis: enables companies to monitor profits and sales staff productivity. It also provides sales analysis by product, product name, location, and customer, and ranks by product name, profit, or sales quantity.

Pricing: Multiple price lists adopt dynamic and flexible structures, including effective dates and discounts applicable to complex regulations, to ensure optimal pricing.

Product Configurator: QAD's rule-based complete product configuration package supports configuration procedures from quotation to order input, production planning, on-site management control, batch/sequence control, order completion and after-sales service, and support from start to finish.

Customer Self Service (CSS): Provides online store services for self-service sales transactions and consultations, enabling suppliers to automatically accept orders while reducing processing costs and delivery times, resulting in higher accuracy.

Requirement management: A tool for collaboratively or separately creating and managing forecasts based on mathematical models that utilize demand history.

Trade management: Able to facilitate, manage, and coordinate ongoing product promotion activities with key retailers, ensure appropriate sales are generated from expenses, and manage rebates, refunds, and promotional activities.