Customer Upgrades

 

Delta Process Equipment, Inc.

(Denham Springs, LA): Upgrade to FACTS 7.5

Marchand Interior Specialties, Inc.

(Metairie, LA): New SCO Server

Premier Equipment, Inc.

(Baton Rouge, LA): Added UNFORM

Raleigh Lions Clinic

(Stennis, MS: New Windows Server

 

 

Welcome to the IMC Family

 

Beads by the Dozen

(Harahan, LA)

Commercial and Industrial Supply

(Harahan, LA)

Royal Broom & Mop Factory, Inc.

Harahan, LA)

Southern Quality Ford

(Metairie, LA)

 

 

 

 

 

IMC

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Business Software Needs Relationship Software

Relationship Management (RM) is the bridge uniting prospecting, vendor management and credit and collections all within FACTS.  Imagine the efficiency of developing a contact’s portfolio, creating a quote and scheduling a To Do list for your sales team all from the same module. 

Do you want to create broadcast emails from FACTS to all your prospects?  Would you like a pop-up reminder to alert a sales person to meet with a client on a certain day?  How efficiently does your company update customer and prospect contact information?

Your questions and maybe even your prayers have now been answered!!!!!

 The core building blocks of Relationship Management include:

Unlimited Contact Information, Notes and To Do items

Process flow combined with powerful filtering capabilities to create targeted lists of contacts to be used for call lists, broadcasts, notes review or exporting to Excel

Go To and Options menus that are incorporated into virtually all RM programs to access standard FACTS entry programs and inquiries, send email and letters, create Notes and To Do’s,  maintain contact information.

Flexibility & Consistency:  User defined codes for contact types, note types, To Do types, mail codes, lead sources, process flows and email & letter templates allow RM to be configured to match your business requirements. Mail & letter templates, notes and To Does all support default text with run time replacements to personalize and automate repetitive tasks and provide a consistent corporate image.

Automatic Activity-Specific Notes:  Activity specific notes are created when quotes are entered or converted, SO & PO documents are entered or changed, To Do items are completed, and email and letters are sent.  All notes support default text and run time replacements for increased productivity and ease of use.  Using the Filtered Notes query allows you to slice and dice notes by type and date ranges to provide unique views into your contact data..

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Visibility & Security:  A powerful filter combined with process flow capability allows the tracking of any business process from sales to credit and collections to vendor returns.  Company-wide visibility of relationship details, storage and enhanced security protect valuable assets.

If this module seems too good to be true or you just have to see it to believe it, give us a call and we would love to show you a demo.