Liaison CRM

Liaison CRM is an integrated application that provides live, bi-directional synchronization with PFW that allows you to turn prospects into customers, update credit information, and more without having to enter PFW.

Empower your entire organization with the ability to communicate from one common platform. Store and access critical financial sales and marketing information from within one application. Accounts Receivable and Collections can now share the same information with Customer Service, Sales, and Marketing departments building a solid team aimed at customer care.

Sales and Customer Service will have access to real-time order entry, order history, and inventory information without the need to enter Platinum.

Liaison CRM was engineered to keep customer records in Liaison in-sync with customer records in Platinum. When a company name or address is changed in either system, the corresponding fields are automatically updated in the other system. This unique bi-directional design keeps Liaison and Platinum for Windows in-sync, real-time and accurate.

Features and Benefits

• Document Management - Maintain links between company records and important documents with Liaison CRM's attachment capabilities. Link, launch, and maintain any OLE compliant document directly to any company record.
• Opportunity Management - Track and monitor future sales. Manage salespeople and departments with detailed "pipeline" reports sorted and filtms, Revenue, Opportunities, Closure Probabilites, Lead Sources, etered by Itec...
• Inventory Access - View, retrieve, and print any Inventory Item master, location, kitting, and transaction file from within one screen without ever opening Platinum for Windows.
• Liaison Office Suite - Liaison CRM 5.0 has been completely integrated into Liaison Messenger 2.0 and SalesSonar 1.0 to complete the perfect Customer Relationship Management system for your organization.

Access to Accounting Information

• Order Entry Access - View open and shipped order detail directly from within CRM. Also view, print, and export Sales History for any customer.
• Inventory Access - Retrieve real-time location information like on-hand, on-order, and committed quantities. View open and closed Sales History or Purchasing History for any item across all vendors or customers.
• AR Access - Retrieve, preview, print, and export Customer Aging reports. Drill down capabilities for complete customer billing and payment history.
• Messenger Integration - Retrieve, Fax, Print, E-mail Sales Order, Invoices, Purchase Order, and Statements directly from within Liaison CRM 5.0

For more information on this product, visit Liaison's website for product information, brochures, and contact information.

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