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After reviewing multiple options, ACS decided that the best solution to our client’s requests for
a CRM So ware interface with MASTER was to develop our own module. Designed to contain
both customers and prospects, the CRM data base has a utility to copy your customer ﬁles into this module. The CRM Module supports multiple contact information – email – phone #’s – address per company record and will allow you to store notes for both the company and the individual contacts separately. When a Customer Record is displayed on the CRM Screen, the Customer Info butt on will be highlighted. Clicking on the Customer Info Button will provide the CRM user with all of the information available in the Customer’s Proﬁle SpeedSearch
Lookup including job information. Drill down functionality to look at sales orders, purchase
orders or job detail will be supported. Form letters can be generated using the mail merge
capability within MS Word and e-mails can be sent with the MS Outlook interface. Reports supporting the various sales functions are available as well. There are many more features too numerous to detail.