CRM Studio

Everest's CRM Studio can serve as your organization's key to alert messaging. Using it, you can turn information into action by monitoring incoming email messages for critical, time-sensitive information, alert the people across your business who need to know about it, and update applications with the most timely data. Everest CRM Studio is equipped to deliver alerts via email, fax and pager, and also make them available via FTP, and on cell phones and PDAs by way of SMS.

Importantly, CRM Studio does not send vast amounts of application information to your staff in the hope that they'll sort through it and have the time and energy to identify the critical areas of your business that require attention. Instead, you can configure it to check for those conditions that are most critical for your organization. Once configured in this manner, Everest CRM Studio operates without any human interaction, automatically notifying the appropriate personnel for further action. What's more, Everest CRM Studio automatically generates frequently-needed reports and provides complete auditing of report distribution, enabling you to track precisely who got that information, when, and by what means.

With Everest CRM Studio you can make faster - and more informed - decisions, respond faster to your customers, and save time by having critical reports quickly generated and delivered.

How CRM Studio can help your Business
For customer-facing functions of sales, service and marketing, CRM Studio enables a cohesive 360 degree view of the customer across key functions:

Managing Customers:
Fact is any business with more than one customer needs to consider some form of CRM Studio activity to stay competitive. Managers need to know about sales opportunities. They need to be kept in the loop regarding prospect contact history. They need to be in a position to warn their staff about competitor action.

Benefits of CRM Studio

• Important activities won't go uncompleted
• Managers will not be unaware of specific sales opportunities
• You can know in advance about the state of a sales rep's pipeline
• You can know about prospects who haven't been contacted in 'x' days
• You can alert your staff about new competitors…

Managing Finances:
Managing finances is critical to keeping your business healthy. If your business has important activities that go uncompleted or if you would like to see a Bank Balance or Financial Statement when a certain threshold is crossed, superior Financial Management Applications help you press your advantages.

Benefits of CRM Studio

• Salesreps are aware of any client on credit hold
• You have a way to monitor product cost and price variances
• You can send alerts the instant a client's account reaches a certain level
• You can tell customers about orders shipped later than expected
• You can prevent orders with un-approved discounts…

Managing Sales & Pipeline:
To generate inspiring results, you need up-to-date information on your 'Sales' status - the lifeline of every business. Can you make reasonably watertight projections from them? Check out CRM Studio if your business has managers who are unaware of specific sales opportunities or if you could gain by knowing in advance about the state of a sales rep's pipeline.

Benefits of CRM Studio

• You can precisely target your promotional campaigns and offers
• You can alert staff and clients about defects discovered and/or fixed in your products
• You have a way to instantly identify substantial drops in product margin
• You can advise/inform customers of product/service enhancements…

Managing Customer Service & Help Desk:
CRM Studio alerts simplify the process of customer interaction. It will help support reps track contract tenures and log service orders or calls. CRM Studio alerts is indispensable when you want to know when a key client logs a support call; or if you need to know about support reps overwhelmed with open calls; or want to be alerted if you are about to miss meeting; or want to know about service contracts about to expire.

Benefits of CRM Studio

• Get instant awareness of delays to field service technicians
• Get to know when a key client logs a support call
• Notify the sales rep linked to a client logging a call…

Managing Purchases:
When inventory carrying costs are going through the roof, it becomes vital to structure your supply chain to reduce glitches to a minimum. CRM Studio alerts enhances capabilities of monitoring order identification and price variations.

Benefits of CRM Studio

• You don't lose money by missing out on early payment discounts
• You can know about suppliers who have a higher than average amount of damaged or defective items
• You have a way to issue orders to your vendors based on requirements

Managing Inventory:
Imagine you have depleted stock of an item and are unaware of the situation. Orders come in but you do not have enough stock to fulfill the same. Or you need to push aging stock. CRM Studio plugs the information divide by keeping you alerted to these events so that fulfillment of orders is not hindered.

Benefits of CRM Studio

• You know when stock level is low.
• You have a way to balance stock overages and shortages
• Orders don't go unfulfilled because of "no stock"
• You have a way to match incoming stock with outstanding backorders

Managing Shipping:
Shipping orders right and shipping them on time is an extremely critical aspect of your business. Delays in shipping, back-orders, freight negotiations, or keeping the customer satisfied with regular updates on his shipment are all unavoidable part of the process and require constant monitoring. CRM Studio allows for a smoother process overall.

Benefits of CRM Studio

• You can set a particular date to see reports of shipments due - for e.g., one week before actual shipment date
• You can plan orders based on the schedule of shipment
• You can plan the entire order process flow - from order through packing to shipment
• You can inform customers about shipment status of their orders…

Managing Marketing:
Be it discounts, seasonal promotions, new products or customer loyalty programs, marketing needs a powerful and intuitive CRM Studio function to fulfill all of these. CRM Studio alerts accomplishes all this by way of specific emails keeping the requisite staff informed about various activities.

Benefits of CRM Studio

• You can inform your sales team about introduction of new brands or items.
• You can offer special discounts and offers on specific items
• You can reward loyal customers with special prices on items
• You can alert customers about special limited time promotions
• You can identify target audiences for your items - based on demographics like age, gender, location, etc
• You can identify top 5 sources for customers - eg. Magazine ad, TV spot etc

Managing E-Commerce:
Imagine being able to analyze why some customers are more profitable to your business than others, why some items sell more than others, or warn Inventory about low levels. Harnessing information, and communicating with staff and customers becomes easy with CRM Studio.

Benefits of CRM Studio

• Real-time information is reflected on your e-commerce web site
• Customers are made aware of new products, new prices, new schemes since information has to be updated manually
• You know when certain categories of items are slow or fast moving
• You can pin-point customers who browse, on certain dates at certain times, but still do not end up purchasing item…

Managing Point of Sale:
Where Point of Sale is concerned, CRM Studio allows you to keep track of payments, excess refunds, or even different cashiers logging in to the cash register. It keeps accounts and Service Managers in the loop, allowing for greater all-round departmental co-ordination. With CRM Studio, you can aim to keep the customer always satisfied.

Benefits of CRM Studio

• You can know when a customer pays part by credit card and part by cash
• You can have management notified when net cash collected in a cash register reaches a certain value
• You can know when excess refunds have been made over actual invoice value…

Managing alerts:
CRM Studio alerts monitors and responds to critical, time-sensitive business events that can cost your organization thousands in lost revenue and hundreds in lost hours. As "one source for all alerts," CRM Studio alerts can even monitor other ODBC compliant applications you rely on.

Identifying, notifying and updating round-the-clock, these alerts can be distributed via e-mail, fax, FTP, or a web cast. You can even alert across pagers and cell phones.

With CRM Studio alerts, you can define thousands of events that you can monitor. From individual records (such as date slippages) to sophisticated aggregates (such as sales thresholds), CRM Studio alerts keeps users, partners, and clients up-to-date on what they need to know.

Benefits of Alert Messaging

• Better Application Awareness
• More Effective One-to-One Marketing
• Exception Management
• Business Partner syncing
• Quick Application Updates

Managing Report Generation & Distribution:
Schedule the dynamic generation and distribution of key reports based on database thresholds or user requests. What's more, CRM Studio alerts integrates with Crystal Reports and lets you generate and distribute the reports you require via e-mail, fax, and to a web server. Useful for business owners and managers who need to tell customers about orders shipped later than expected; want to alert customers about promotional programs; have to send out customer statements for those that are 60 days overdue; demand financial statements on the 3rd of every month; wish to prevent orders with un-approved discounts.

Benefits of Report Distribution

• Scheduled Reports to those who most need them
• Data-Triggered Reports for up to date precision
• On-Request Reports

Managing E-Mail Response:
How quickly do you respond to incoming "support", "sales", or "info" e-mail? How long does it take for these e-mails to get routed to the right person? Are your business applications automatically updated with the important details?

Automated emailing is passé. The e-mail response system automatically scans incoming messages for critical content. If this content is identified, it auto-responds to the sender, alerts the appropriate staff, and updates the ODBC compliment applications your organization depends on.

Benefits of E-Mail Response

• Customizable Auto-Response
• E-Mail Re-Directs save time
• Accurate Client Records

Analyze Related Data From Multiple Applications
The CRM Studio alerts messaging solution identifies related conditions across multiple business applications, combining and analyzing data, sending alerts, and updating databases as required.

For example, a salesrep is working an opportunity in your CRM Studio application. Someone in accounting goes into their financial application and puts this same client on credit "hold" for a late payment. The salesrep is automatically alerted .

Everest – Fully-integrated for maximum efficiency:

Everest is a fully integrated solution that covers accounting, inventory control, sales, order entry, marketing, purchasing,
e-commerce, point of sale, shipping & receiving, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to add separate software. With Everest, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!