Customer and supplier relationship management can be a challenge for all companies, whatever your size. To sustain successful relationships, you must optimize your purchase and sales cycles from quotation through delivery and support. However, this is complicated by the abundance of supporting documents and stakeholders in the process.
How can you standardize your company’s purchase/sales processes? How can you manage all customer and supplier files (orders, shipping, invoices, complaints) in the most efficient, organized and collaborative manner?
With NeoLedge Case Management Solution Elise, you enjoy a 360Â° view of all your customer and supplier files with the added advantage of completely streamlining sales processes from end to end.
A complex sales process involves many parts and playersâ€”and documents. Itâ€™s essential you can handle these processes efficiently to maintain valuable customer and supplier relationships. With NeoLedge ECM customer and supplier management, Elise, you can design unique sales processes and rules with a flexible workflow system according to precise criteria. With a dynamic case management solution, you can modify your processes or add an actor to the validation process to easily manage complex cases or exceptions.
Elise ECM integrates your data across ERP, CRM and other business applications to create a centralized and organized repository for your customer and supplier information, files and documents. From contact databases to case documents to project files, you can simply search your information to find what you need in a fraction of the time.
Accelerate your ability to create, sign and send important documents. You can import your documents from business applications or create documents in Elise from the document template database. From quotes to purchase orders, automatically sign important documents with the Elise Flow electronic signature module giving you a fast way to include an electronic signature or image of a handwritten signature on a single document or batch of documents.
Quotes, purchase orders, invoices, shipping documents, complaintsâ€”there are so many documents that make up customer and supplier records. Streamline your processes and relationships by managing all your supporting documents within ECM software Elise by NeoLedge. SmartLink technology integrated into the platform links all files and documents attached to the same account, customer or supplier. This creates a complete 360Â° view of customer and supplier history.