Operations (Front-Office)

Next Steps

The AGILIRON Integrated Business Management Suite seamlessly integrates the management of multiple commerce channels to the Front-Office modules to enable real-time management of sales, customers, orders, and customer support.

The unified management of these front-office operations is accomplished through:

  • Unified Customer data...from across all sales channels
  • Targeted Marketing Campaigns leveraging this integrated view of your customers
  • Sales Management that allows tracking of activities, sales stage, quotes & orders
  • Order Management allowing real-time access and editing capabilities
  • Enhanced Customer Support through immediate access to customer & order information and tracking of customer support tickets to resolution.

One Business Database and one system to manage your entire Front Office operations!

Benefits

  • Complete set of Customer Relationship Management (CRM) capabilities to support Direct Sales efforts - Sales Cycle Management, Customer Activities, Marketing Campaigns
  • All agents have real-time access to immediate product inventory data and product pricing information
  • For customer interactions, complete access to customer history and buying information
  • Create Sales Orders directly into the AGILIRON system that is automatically routed to other stages in the business process
  • Complete set of Customer Support Management capabilities - Case management, Order Management
  • Easily generate support statistics and sales pipeline information for business management
  • Growing your customer support or sales team is easy - a PC, internet connection/web browser and then are connected immediately to your business

Detailed Features

Customer Management

  • Accounts
  • Contacts - Unlimited per Account
  • Order History
  • Customer Support Tickets
  • Track Quotes, Invoices
  • Associate Tasks, Events, Notes
  • CSV Import

Direct Sales Management

  • Manage Leads
  • Track Potentials thru Sales Cycle & Activities
  • Automatic Conversion to Customer Accounts and Contacts
  • Generate Quotes, Sales Orders, Invoices
  • Automatic Conversion of Quotes to Orders to Invoices
  • Customer Sales & Support History Available
  • CSV Import

Customer Support

  • Case Message Center
  • Case by Priority
  • Case by Product
  • Queue Management & Case Assigment
  • Cumulative Statistics
  • FAQ Knowledge Base

Marketing Automation

  • Communicate thru your Email Service Provider
  • Support for IMAP protocol
  • Send and Receive Emails
  • Associate all communications with Customer Accounts
  • Support for Bulk Emails
  • Filter Customer Lists for Targeted Campaigns
  • Message Personalization - HTML Editor
  • CAN-SPAM Compliance

Order Management

  • Orders from all Sales Channels
  • Order Modifications and Cancellations
  • Automatic sync of Order Changes with Channel
  • Routing of E-Commerce orders to stock locations
  • Management of Sales Returns