CRM Software integrates with ERP systems.
Share:
Press Release Summary:
Version 3.10 of 2001 Customer Relationship Management system includes improved Microsoft Outlook and ERP database integration, customer service, and Process Definition Language (PDL) table-based tool for modeling complex business processes. Using PDL, businesses can automatically trigger processes, generate alerts to employees and customers, start marketing campaigns, schedule service calls, respond to Web-based leads, and run telemarketing scripts.
Original Press Release:
ADAPT Software Announces Major Upgrade to ADAPT 2001(tm) CRM System
IRVINE, Calif. - November 15, 2001 -ADAPT Software Applications, Inc., Irvine, Calif-based developer of Customer Relationship Management (CRM) software, has announced the release of Version 3.10, a feature-rich upgrade to its ADAPT 2001 CRM system. ADAPT 2001 is an enterprise-class software system that allows businesses to manage internal resources, customer, vendor and prospect relationships, marketing campaigns, sales opportunities, financial transactions, as well as service contracts and incidents within a single CRM module. According to Brian Dunn, president of ADAPT Software Applications, "Version 3.10 represents the most significant upgrade to the ADAPT product line since the release of ADAPT 2001/version 3.0 earlier this year."
Significant new features in Version 3.10 include: Advanced business processes automation; Powerful remote user support; Related accounts, tasks, appointments; and Interactive scripting capabilities. Primary enhancements to the system include: Improved Microsoft(tm) Outlook(tm) and ERP database integration, Customer service capabilities; Rights - based security, and a variety of innovative system administration tools. Advanced Business Process Automation ADAPT 2001/version 3.10 features a built-in Process Definition Language (PDL), a powerful new table-based tool for modeling complex business processes. According to Dunn, "This new system expands the use of ADAPT 2001 beyond traditional customer relationship management to true "computer aided management."
Using the PDL, businesses can, among other functions: Automatically trigger processes; Automatically generate alerts to employees and customers; Automate marketing campaigns; Schedule proactive service calls; Automatically respond to Web-based leads; Run telemarketing scripts; and Automatically follow up on important activities. Powerful Remote User Support ADAPT 2001/version 3.10 introduces a powerful new replication tool to support remotely located employees, including field salespeople and service technicians. For users who do not have Internet access and need to run ADAPT 2001 "unplugged" from any network, the ADAPT 2001 Enterprise Edition now includes bi-directional database synchronization with the main office.
Related Accounts, Activities, Tasks
A new facility allows the tracking of vertical account relationships (e.g., parent company that owns a subsidiary) and horizontal relationships (e.g., accounts which are referred to/from other accounts.) Activities and tasks can be linked to individual accounts and to "related accounts" on whose behalf the action was, or is to be performed. In addition, users can roll up details of "child" accounts from the record of the "parent" account. Interactive Scripting Capabilities ADAPT 2001/version 3.10 permits the easy creation of on - screen, interactive "scripts" for users involved in telemarketing campaigns. These scripts serve as guides and can contain instructional text and user-defined input fields, which can be captured during outgoing or incoming calls. The scripts are available at the push of a button directly from the activity screen.
Improved Microsoft(tm) Outlook(tm) Integration
ADAPT 2001/version 3.10 extends its Outlook email integration capabilities, while adding task and appointment synchronization. For users of Microsoft Outlook, ADAPT 2001/version 3.10 will optionally use the MS Outlook email editor for composing emails, making available the full editing, spell check, formatting and other facilities that Outlook provides. The contents of sent email messages are automatically copied as activities in ADAPT 2001. In addition, incoming MS Outlook email messages along with any document attachments can be automatically copied into matching account records. Furthermore, when tasks and appointments are created in ADAPT 2001, an option "Write to Microsoft Outlook," is offered. When this option is engaged, ADAPT 2001 will automatically create a copy of the same task or appointment in Microsoft Outlook.
Enhanced ERP Data Integration
ADAPT 2001/Version 3.10 users can now automatically copy and synchronize all inventory items from item tables of the linked accounting/ERP system. Furthermore, the import of customer and vendor data from ERP systems into ADAPT 2001 is now significantly faster with more options, making it even easier to plug ADAPT 2001 into an accounting/ERP database. ADAPT 2001 extends existing interfacing capabilities for Platinum for Windows by Sage (SSI) and Progression from Macola Software. In addition, a new real-time interface is available for the IndustriOS ERP system offered by Canadian-based software developer IndustriOS Ltd.
Extended Customer Service System
ADAPT 2001/version 3.10 offers an improved customer service management system that enables organizations to track and proactively support customers through an unlimited number of user-defined service contracts. Among the newly configured features are: Service Queue Management; Enhanced routing system; Simplified escalation system; Automatic triggering of service processes; Inclusion of a roles table; Tracking of user-defined milestones; Embedded RMA tracking; Improved item tracking; Item and serial number searching; Support for multiple service contracts per customer; and User-defined billing parameters.
Improved Security and System Administration Tools
ADAPT 2001/version 3.10 features a new, rights-based security system enabling system administrators to restrict access to any high-level function, specific feature, as well as restrict access to any ADAPT records, down to the field-level. For system administration, a new "merge" tool allows users to merge multiple account records into a single record. Duplicate records are automatically deleted, and all history and transactions associated with the deleted records are moved automatically to the main record. Another new utility enables the transfer of any data to or from any ADAPT 2001 database - not just account records. This tool facilitates the transfer of data from other contact managers or customer databases into ADAPT 2001 without losing any history or detail. It also eases the copying of specific accounts between ADAPT 2001 databases. In addition, ADAPT 2001 now includes the newer North American Industry Classification System (NAICS) for classifying business types. Users have the option of loading the entire six-digit set of NAICS codes into the ADAPT business types table.
About ADAPT Software
Established in 1993, ADAPT Software Applications is a leading provider of fully integrated, front-to-back-office CRM solutions for small to medium sized businesses. The company's core competency lies in client/server and web-based rapid application development and expertise in virtually all major platforms, operating systems and database management systems. ADAPT 2001 combines collaboration, executive management, marketing, sales, service, fulfillment, and accounting functionality in a single, affordable, easy-to-use enterprise CRM application.
