ADAPT™ 2001 Customer Relationship Management System

ADAPT 2001 features simplified menu commands and an intuitive, customizable web-style "dashboard" design. In addition, ADAPT 2001 provides the following enhancements: Marketing Campaign Management - Users can track estimated budgets and actual expenses per campaign and can execute e-mail, fax broadcasts and direct mailings within campaigns. In addition, they can link account responses and opportunities resulting from each campaign, as well as generate revenue forecasts and real-time profitability per campaign. Appointments, tasks, activities, and documents can be attached to each Campaign Record.

Sales Opportunity Management – Users can track opportunities by milestone through user-defined sales processes. They can analyze competitors, buying issues and project trends using the competitor knowledge base. They can produce sales expenses, do win/loss analyses and execute graphical pipeline reports in real-time based on user-defined metrics. Furthermore, they can easily attach appointments, tasks, activities and documents to each Opportunity Record.

Service Ticket Management - Users can track reported service requests on serialized or lotted items under account-specific service level agreements. They can track affiliate and user-defined warranty programs for inventoried items. Additionally, they can automatically route and escalate reported service tickets based on user-defined rules, utilize/update the natural language knowledge base to search for problem resolutions and attach appointments, tasks, activities, and documents to each Service Ticket Record.

ADAPT 2001 allows unlimited user-defined fields/forms/folders for tracking unique data elements to Account, Campaign, Opportunity and Service Ticket records. ADAPT 2001 also adds:

Fulfillment Management, a comprehensive collateral inventory and order request management system that tracks the status of printed and/or electronic items/kits sent to specific contacts or accounts. Features include automatic fulfillment of e-mail based requests and DDE interface to industry-standard word processors for form letter reproduction.

Accounting Integration, which enables real-time synchronization of customer/vendor contact information and automated conversion of prospects to customers and accounts to vendors. It allows real-time queries into accounting/ERP database from any account screen and full-featured sales order and purchase order entry without exiting ADAPT.

Syspro Impact Software, 959 South Coast Drive #100, Costa Mesa, CA 92626. Tel: 714-437-1000; Fax: 949-437-1407.