You do not have to utilize a third party contact management application.
Everything is fully integrated within Elliott Business Solution, which
means data is easily accessible because it comes from one source.
Elliott CRM - Contact Management
Business Software offers a built-in CRM / Contact Management Solution.
Features such as Notes, Tickler/Task Manager, Attributes, eContact Manager,
eContact Processor, Mass Email, Links, and many more will help your
company improve your relationship with your customers, vendors, employees,
You can keep track of your customer, vendor, salesman, ship-to, employee,
sales order contacts (and more), send email to your contact records,
email sales order acknowledgements, email shipment notifications (with
tracking information) and more, all conveniently within the same application.
The center of
Elliott's CRM / Contact Management is e-Contact. Elliott's e-Contact
is an extension to the customer database, as well as the vendor,
employee, salesman, sales orders, ship-to, and purchase order database
(and more). It can be used not only for CRM, but for Vendor Relationship
Management, Employee Relationship Management, etc. e-Contact allows
you to store contact information for customers, vendors, employees,
ship-to, salespersons, sales orders and just about anywhere in the
system. The contact's e-mail address, shipping address, phone and
fax numbers are stored in the e-Contact database. In addition, e-Contact
can store password to be used for Internet access. Special ActiveX
components have been developed to utilize the e-Contact database
from ASP pages. Credit card information can be stored in the e-Contact
with encryption for security. Therefore, e-Contact is also an important
piece of Elliott' Internet shopping cart solution.
records are captured inside Elliott's e-Contact database, emailing
becomes extremely easy. For example, you can bring up a customer
e-Contact record from the customer file maintenance and send e-mail
to the contact(s) from the e-Contact screen. During order entry,
you can also decide the contact(s) for the orders. Orders with contacts
can optionally receive emails for order and shipping acknowledgement.
users to send mass email based on e-Contact information. Filter
criterias can be set up, so only the intended contact(s) will receive
You can insert notes
(see Elliott Notes) to record conversations with each contact record. This
capability will aid in keeping track of customer contacts similar to customer
relationship managers. Additionally, the Contact Database will work hand
in hand with the e-Contact Processor - mass e-mail program.
Note feature, you can maintain key information throughout the system. Notes
can be used to record your phone conversation with your customers, vendors,
employees, etc. They can be printed on selected reports (i.e. invoices,
picking tickets, acknowledgements, Bill of Lading, and more). Notes can
also be searched by text phrase, creation date, type, and owner. Notes can
also be printed on various documents like a picking ticket, packing slip,
invoice, purchase order, and more.
builds upon the powerful Elliott Notes feature. It allows you to use your
existing notes as a knowledge base. You can search for note(s) using selection
criteria. You can search for specific notes by entering a text search string,
note creation date, note type, or note owner. This provides a convenient
way of referencing note information within the system.
tickler feature is a built in task reminder or management system. Ticklers
can automatically notify you of ticklers that become due and allow you to
manage your priority. Ticklers can be recurring to remind you of tasks that
will happen on a daily, weekly or monthly basis. Not
only is tickler an important CRM function, it is also an excellent management
can assign a tickler session to their subordiantes. The supervisors can
also see the current tickler status of a subordiante to evaluate the work
status. Reporting functions of outstanding, past-due and history ticklers
can be used to evaluate employee performance.
From the print
option window users now have the option of choosing "Email" in
addition to "Print", "Defer", "Screen", and
"Spool To Disk". The print job will be sent as an .TXT file attachment.
This is particularly helpful in emailing order acknowledgements to customers
or even emailing weekly reports to supervisors. It is important to note
that the Email functionality found in ELLIOTT will be greatly expanded upon
in future updates.
When an order is placed
for any customer, an order acknowledgement can be sent via email to the
customer. This can be done at the time of completing the order entry process
or all order acknowledgements can be sent at once using the included batch
Just as with the order
acknowledgement that can be sent via email, shipping notifications also
have the option of being sent via email. Elliott provides full integration
with leading shipping manifest software, Starship. The tracking number that
is written from Starship to Elliott will be included when the email is sent
to the cusotmer. This electronic shipping notification contains a hyper
link that takes you to the UPS, FedEx, or USPPS website, showing details
of the package shipping status.
Processor - Mass E-Mail Handling
The e-Contact Processor
allows you to send mass e-mails. This is a powerful feature, which
utilize the e-Contact database. The mass e-mail program uses filters
to search through all existing contacts and select the appropriate
contacts to send emails to. The email may include attachments and
such coded fields as customer name and credit limit. Coded Fields
are selectable from a Tree View of predefined fields and their attributes.
of any search can be modified. Once the emails are sent to the selected
contacts, a history file is updated with a copy of the email for
Multiple e-mail processors
may be run at the same time, even on the same machine, because each process
has a separate handle to MAPI.
Processor is a tool that can be used as a report writer or to extract
data from the Elliott system. Security features are also available to
prevent unauthorized people from extracting data. Your salesmen can write
their own report without the concerns of a salesman seeing another salesman's
customer data. You can empower your salesmen by letting them have crucial
information at their finger tips without compromising security.
The Export Processor allows you to compare one Elliott field to another
in the selection criteria. For example, you can select customer records
that have a credit limit less than the account. It also offers a batch
processing capability. For reps who do not know how to set up and use
templates, the IT person can set up the template for them. The reps only
need to click on a desktop icon (shortcut) to get their followup user
The following master table are available to extract data using Export
Processor: customer, vendor, employee, salesmen, item, ship-to locations,
sales order header and line, purchase order header and line, GL transactions,
inventory location, and many more..
Links - Document Management
The Elliott Links feature
is used to link one object in Elliott (i.e an item, or customer) to a
document or a URL address. For example, you can use link for the following:
1. Link an item to an image file.
2. Link an item to its product specification document.
3. Link a customer to their home page.
4. Link a customer to their contracts and corresponding letters.
Links is a system wide feature and can be accessed just about anywhere
in the system. This includes customer, vendor, item, employee, salesman,
sales order header, line item, PO header, PO line item and more.. A "Hot
key" can be assigned to each link type. For instance, you can simply
type ALT-I (or any key you choose) to bring up the item image from the
item file. The design of Elliott Links is generic, so it's up to you decide
how to use it.
Events Handling is
one of the most powerful fucntions in Elliott. It is usally used to send
an email in the background when an event in Elliott is taking place. It
can also be used to create a tickler if email is not available. A pop-up
message box can also be used if email is not available. Events can be
used for many different applications. The following are some examples:
1. Notify an adminstrator when certain critical functions are accessed.
2. Alert user(s) and provide additional instruction when a menu itme is
3. Remind a salesperson to sell the accessory item when a main item is
4. Notify inventory control when an out of stock item is received.
5. Notify buyers when an item is out of stock.
6. Notfiy a supervisor via email about orders, sales, receivable and cash
& Contacts Import Utility
Elliott CRM solution has the ability to import customers and contact information
from other databases like ACT, Goldmine, or a list purchased from a leads
database provider or contacts collected through a trade show.
is designed to extend Elliott's database without making any modifications
to the database. As a common requirement in CRM, a user can decide to
track a certain piece of information about a customer or a contact and
later perform analysis on that attribute field. It allow users to track
any additional information as the need arises. Working in conjunction
with Elliott Export Procesor, user can select and export on the specific
attribute to create a spreadsheet for further analysis. When working together
with the Restricted Attribute function, Attribute can also be used for
license and regulation control as in the chemical and pharmaceutical industry.
and FedEx Online Tracking
If using the
Starship Manifest System, and Starship is configured to write the
tracking number of a shipment back to the database notes, right
clicking on the note will launch the Internet Browser and send the
UPS or FEDEX tracking number directly to the appropriate web site.
This tool is
imperative for customer support staff that will often receive calls
inquiring as to the status of their current order. By looking up
the appropriate order, not only will the staff person be able to
determine if a shipment has left the company, but they can take
the process one step further by finding out exactly where the shipment
is in the UPS or Fed Ex Process, as well as provide the anticipated
delivery date as reported by the carrier.