Customer Management

With Connected Business You Can Centralize All Of Your Customer Information Giving You One Source Of Truth For All Of Your Customer Interactions. 

This Not Only Allows You To Better Manage The Customer, But Also Gives You The Data You Need To Analyze Buying Trends And Customer Behavior.


A Complete, 360° View of Your Customers

The Connected Business Customer Screen Centralizes All Of Your Customer Related Information Such As Contact Information, Payment Information, Sales Activities, Support Activities, Emails, Crm Activities And Opportunities. This Allows You To Have A Complete View Of The Customer That Drives Both Sales And Customer Service Excellence.

  • Unlimited Contacts And Ship-To's
  • Assign Customer Specific Rules (i.e. Pricing, Taxation, Shipping, Payment) Per Ship-to For Greater Flexability

Advanced Accounts Receivable And Credit Management

Connected Business Includes Powerful Tools To Help You Manage Your Accounts Receivable And Credit Management Processes. 

  •  Detailed Accounts Receivable Aging Analysis
  •  Print Or Email Detailed Account Statements
  •  Ability To Mark Unpaid Problem Invoices As “In Dispute”
  •  Ability To Put A Customer / Order On Credit Hold.
  •  Ability For Customers To Pay Open Invoices Online.

Reward Your Customers with Loyalty Programs

Reward Your Loyal Customers With Loyalty Points That Can Be Accumulated And Applied Across Your Different Sales Channels In Real-Time. Your Financial Data Is Automatically Updated Whenever Loyalty Points Are Used. Rewarding Your Customers Has Never Been This Easy. 

  •  Customizable Accumulation And Redemption Rules
  •  Works On Phone, Web, And POS Transactions
  •  Customer Service Can Adjust Points As Needed

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