Equation - Customer Relationship Management (CRM) Module Brochure

equationASP® Customer Relationship Management (CRM) 888.386.2330 • www.prismesolutions.com mkt equationASP CRM rev 8-06 Having trouble keeping track of your Customers? The CRM module provides an on-line database to store customer contact information, action items, and history • Use the CRM System for a variety of purposes within ISO 9001, ISO 14001, Business Continuity Planning, Lean Manufacturing, Management Systems, and/or other ISO and Quality Standards • Upload, download, and/or integrate data from your existing CRM solution to share information • Use the CRM system to record Customer information, your contacts, and all communications and action items • Enormously flexible, the CRM system lets you create your own custom fields of information important to you • Create your own types of activities you want to track and analyze: phone calls, sales calls, proposals, orders etc. • Use the CRM system to assign action items to your staff • With Search and Report capabilities, you can easily find, report, and analyze the information you need • The CRM system integrates with the Surveys and Customer Complaint modules • The CRM system can be used to keep track of customers, suppliers, or any type of organization important to you equationASP® can be used for: • ISO 9001 and other quality standards such as AS9100, ISO 17025, ISO 13485, and TS 16949 • ISO 14001 for environmental management • Business Continuity Planning (BCP) • Lean Manufacturing • Management Systems • Other ISO Standards such as ISO 18001, ISO 22000, and ISO 28000 equationASP® modules include: • Document Control • Project Management • Corrective Action • Data Collection • Internal Audits • Surveys • Customer Relationship Management • Training • Communications All equationASP® modules: • Are web-based, providing easy access world-wide • Communicate with your staff via email • Are integrated or can be mix and match solutions • Save you time and money compared with off-line systems • Are highly secure with password, firewall, encryption, and back up protection • Are customizable by your administrators • Include on-line Help, Customer Support, and periodic upgrades • Available hosted by Prism or installed on your servers • Available in English and/or Chinese/Mandarin via Prism China www.prismchina.com