Considering all the times that a quality event involves a customer or a vendor, the integration of the CRM Software module with the other modules saves a tremendous amount of time and prevents both duplicate and erroneous data entry.
With our CRM Software you can:
- Manage company relationships with:
- Partners, etc.
- Link customers and vendors to important events like non-conforming material reports, feedback reports, Corrective Actions, Audits, etc.
- Manages multiple contacts at a single company, or simply enter a single individual.
- Establish an Action Plan for a given company that shows up on the assigned person’s dashboard when due.
- The CRM Software module allows you to attach documents and approve contracts.
- Record and invoice time and expense charges to a company.
- Define vendor approvals and the scope of what they are approved to provide, plus monitor their performance.
- Check MS Outlook Address Book for a contact and export a contact to MS Outlook.
- Send e-mails through MS Outlook that are recorded in The Lean Machine so that there is a contact history maintained that others can view.
- Merge multiple records for the same company into one record.
- Use any of the robust search features to easily find a company by a variety of information, including first or last names of people who work at the company.