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Customer Relationship Management, CRM

Aralco's CRM software module is extremely comprehensive and interacts with all modules and POS systems in real-time. With its customer-centric features, this tool can help boost profits in the long run by enhancing customer retention.

One of the special features is the Demographic Profiling of customer are user-definable to suit your own industry ( see Special Screen tab below). There are plenty of places to store important information associated with each of your customers "fitted" in one area for your easy access.

 

USER-DEFINABLE CUSTOMER SCREEN & DATA FIELDS

 

User Definable Customer Demographics CRM

 

 

MANAGE CUSTOMER INFORMATION IN ONE PLACE

 

With one main database shared in real-time across locations, the back office users or any employees with BOS/POS access rights to CRM functions can view, add or edit the following information anywhere at any time.

 

  • Customer's basic information
  • Create Alert Message for the customer
  • Accounting, credit note information
  • Order details
  • Shipping addresses
  • Sales History

 

 

 

ARALCO CRM'S TAB OPTIONS
 


 

 

TAB OPTIONS -

 

  • MAIN 
    Information such as Salutation, First and Last Name, Addresses, Phone, Fax, Discount Privilege, photo - see above image
     
  • SPECIAL SCREEN
    Information on additional demographic profiling user-defined by you for your industry - see the top image, read more

 

  • ACCOUNTING
    Information such as Account Balance, Credit Limit, Terms, Purchase Value, Accounts Receivable, Recurring Fee, etc

 

  • SHIP TO
    Information such as multiple shipping addresses, contact details, etc

 

  • CREDIT NOTES 
    Information on available credit notes if any

 

  • GIFT CERTIFICATE
    Information on gift certificates if any (purchased from the respective store POS)

 

  • OS TRANSACTIONS
    Information on any outstanding sales order, layaway, quotation, repair

 

  • SALES HISTORY
    Information on the customer's purchases, invoices or receipts

  • POINTS
    Audit trail of loyalty points activity

     

  • WEB 
    Information of the customer to access website or e-commerce if integrated with Aralco Back Office Systems

 

 


  

SHARED MEMBERSHIP SIGN-UP FORM
 

Every store can share a Google Docs* (on any tablets) for customers to fill out to apply for your store's membership program in order to enjoy discount entitlements or loyalty points benefits. 

The document can be downloaded in Excel format later for import straight into Aralco's main database, using the Data Import Wizard module.

 

* Google Docs is a free Web-based application in which documents and spreadsheets can be created, edited and stored online. Files can be accessed from any computer with an Internet connection and a full-featured Web browser.

 

 


Read about Membership Categorization