A Mid-Cap holding company, with a combination of 5 retail/wholesale companies under it's umbrella needed a common platform for managing Customers, Contacts, Orders, Invoices, Buying Trends, Customer Needs, Pricing Contracts, and other CRM related functionality.
The company had a previous CRM system, which would not scale it's growing needs/demands/growth. 1 Bar Systems, Inc. was contracted to participate in the architecture, development, and implementation of this new CRM solution for the company.
This CRM solution encompasses many facets of Customer Relationship Management, integrated with their Avaya phone system, and provides a user with multiple monitors a way to extend the application across all monitors for maximum data visibility.
This CRM solution manages the company's list of customers, customer profile details and trends, contact management, order entry, customer call schedules, contract pricing matrices, product/catalog lookup, competitor product comparisons, and many many other features.
Unidata on AIX
VB.Net and C#
Avaya Phone System Integration
200+ screens available to the users
Data warehoused for reporting via a 3rd party reporting solution
Synchronization of data between SQL Server and Unidata
Sales Trends and History
Call Schedules for Sales Reps
Contract Pricing Matrices
Full Catalog/Product Lookup
Product Technical Specs and MSDS information
Competitor Product Comparisons
Cross Company Account Management between the selling companies, when they sold to the same customer