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Customer Management (CRM)

Centralized Customer Accounts:

  • Manage customer settings & preferences
  • Manage customer address
  • Manage customer phone numbers
  • Document customer notes
  • Manage credit limits & AR balances
  • Provide customer pop-up alerts to CSR's
  • Track & manage User Defined Fields (UDFs)
  • Maintain gift recipient lists
  • Manage communication preferences
  • Email customers directly from their customer account
  • Manage customer specific discounts and/or charges
  • Track customer source
  • Assign customers to specific customer classes


Order History Summary:

  • Summary of orders for the name w/ access to see the full list of orders & products the customer has purchased
  • Order statistics -  including the  number of orders, total ticket price of the orders, as well as the average & highest ticket price
  • Return & refund information
  • List of all products purchased


Customizable CRM:

  • Customize the customer screens to suit your business needs
  • Built-in alerts & tracking for changes to customer data
  • Supports business-to-business (B2B) & consumer sales
  • Apply special pricing & promotions on a customer-by-customer basis
  • Restrict customers on an as-needed basis
  • Set default and/or required shippers & methods
  • Assign specific salesperson(s) to customer(s)
  • Allow for the easy copy of existing orders
  • Easy access to order status including fulfillment & shipping status            
  • Maintain recurring &  subscription orders


 ... and MUCH more.  Contact Us for more information. 

CONTACT US

Natural Solutions, LLC

704 N State St, Ste C, Greenfield, IN, 46140

317-596-1215  •  sales@naturalsol.com


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