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*CRM* is a simplified customer relationship management program that allows you to create and segment customer lists based on a variety of information - product purchasing history, state, region and more.
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Customer Search – User has the ability to search on customer profile data, Sales Criteria and Demographic Criteria. The results may be sorted and exported to Excel. User has the ability to view the customer information and purchase history (last 100 sales). User has the ability to update the customer’s email address, date of birth and cell phone numbers.
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Saved Lists and Queries – User has the ability to save a customer search and either access the results based on the point in time is was ran or can you the same search criteria and search the current customer database.
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Product Grouping – User has the ability to group specific products together based on product line or pack size (or any other rules they deem necessary). These groups will be displayed in the report builder and user will have the ability to choose a group or a specific product.
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Customer Grouping – User has the ability to group specific customers together for display on reports.
XS CRM is a simplified customer relationship management program that allows you to create and segment customer lists based on a variety of information - product purchasing history, state, region and more. This powerful tool gives you a snapshot view of your entire customer base which allows for more targeted outreach efforts. Plus, since XS CRM is hosted online, you have access to the software from anywhere.
Key features for XS CRM include:
- Customer searching: search for customer profile data, sales history and demographic criteria
- Saved lists and queries: save customer search results or search criteria
- Product grouping: group products together based on product line or packaging size
- Customer grouping: group specific customers together for analysis
Learn more about how XS CRM can help your business better manage customer relationships now.
Both XS Hosted Dynamics and XS CRM are built to work on top of XS, Inc.'s comprehensive data collection, cleaning and processing tool, DataConduit, and its powerful reporting module, PowerView.