Sometimes you need than to just track customers. The Legrand CRM Item Tracking Module enables you to learn your customer's buying habits and keep track of important purchases.
Stay in touch with important purchases.
Some items needs more than just a simple invoice and payment. Often you need details of serial numbers, expiry dates, service and maintenance agreements and much more. Just as importantly you need to be able to identify past purchases to help market new products and services.
Physical and Non-physical items
The Legrand CRM Item Tracking Module handles both phyisical items and non-physical ones as well. For instance you can use it to produce a list of color laser printers customers to mail out with an offer on this years new model. Or you may want to print out a list of customers whose service contracts have expired during the month.
Import from QuickBooks
Items can also be selectivly import from QuickBooks accounts. You can use QuickBooks for recording actual sales, and Legrand CRM for all the follow up and customer care that's needed to ensure long term customer relationships.
Integrate with Legrand CRM Customer Service Module
The Item Tracking Module can be used in conjunction with the Customer Service Module for a complete, integrated system to handle service work on major items. You can track items by serial #, service histroy, purchase information and easily gain a complete picture on what level of support each product or serivce you sell requires.
How to I install Legrand CRM Item Tracking Module?
Legrand CRM Item Tracking Module is installed with every copy of Legrand CRM, but is inactive. It's not an add on or extra software that needs to be installed separately.
To activate Legrand CRM Item Tracking Module, you need to purchase a license key from your Legrand CRM partner or via our online store. Simply enter the license code in the Item Tracking Option box found under Help -> About - Record Licenses menu. You will then be able to use the Item Tracking Module. That's all there is to it!
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Accounting Link
Combine your accounting and customer information inside Legrand CRM Pro for a complete business solution. You can import and export customer and financial data between Legrand CRM and QuickBooks, as well as other popular accounting software packages.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
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