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Automate the saving of customer invoices | Conrab Opto

It's always great to get a new customer, but a lot of work happens before the customer is set up and is
approved. Then the important work of retaining the customer continues. Conrab Opto has systems
to handle all this work.

I'm interested

New customer

  • A new customer can be registered or transferred from the ERP system.
  • Before the customer becomes active and is allowed to order, he is sent for approval to check his creditworthiness.
  • Contacts will be registered and various interest codes will be set.
  • Contacts should be tagged so they get the right information from you.
  • The right people should see the right information about the customer, i.e. authorisation management.

Continued sales

  • In Conrab Opto, you post your sales activities with reminders.
  • In Conrab Opto you can take a newsletter and make automatic mailings to contacts such as
    are coded with a special interest code.
  • Automatically update the customer's credit rating and automatically create an alert flow if it deteriorates.

Communication with the customer

  • Offers, important emails and comments are stored on the customer card.
  • It is possible to write comments and notes on the customer card.

All in one place

  • The customer cards contain all the information about the customer down to the contact person level.
  • By storing the customer invoice in Conrab Opto, these are also visible on the customer card.
  • By managing complaints in Conrab Opto, these are also visible on the customer card.
  • Other customer-related functions handled in Conrab Opto can also be seen on the customer card.

Reports

  • It is possible to create reports and automatically send them to the sales staff or sales managers.

Monitoring

  • Managers are able to monitor how active customers are and ensure that they are maintained on an ongoing basis.

Flexibility for your needs

Conrab Opto basically contains a contact card that is expandable with your needs:

  • You can link the customer invoice to the contact card.
  • You can add sales activities with alerts that allow you to follow up on your salespeople.
  • Your company may have some speciality that you are unique in, this is in most cases nothing
    problem for Conrab Opto.

Want to know more? We'll be happy to tell you how we can optimise your document and case management.

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