Kingsfield IT Solutions designed a program which would enable us to meet all our requirements using one package. The queries were created in house to pull out the relevant information.
Connect + was created to maintain our sales information right from the quotation stage to the invoicing stage. It is also a strong database application, used to store daily activities and information which can produce informative reports by a click of a button.
The important thing is how we have customised endlessly. The version upgrade was necessary because of the amount of development work we’ve done on the standard system. It was then upgraded to the next version which includes an exciting feature called email marketing. This is used to send an automated e-shot to customers electronically via mail.
Specifications:
As a customer centric company Kingsfield IT Solutions specialises in providing unparalleled software implementations. Our dedicated team have helped implement large Sage CRM systems across the business spectrum
Key Features:
Some of the exciting features of Connect + are:
Organisation
This is the heart of the Connect+ application. This screen is very important as all other screen's open through it. Most of the functionality is based on this screen:- e.g. adding a new contact, contact Ddetails. All the toolbar's are kept in group box according to their functionality.
Users
This option allows adding new users, editing the details of the existing user and can import the setting of another user.
Log & View Call
This screen contains information regarding the activity of a record. It provides the dates, times and written notes regarding previous cold calls, follow up calls, emails and complaints. This feature allows a user to navigate between records using the advance log/call viewer. The activity of the record can also be updated using this screen.
Reminder
This function allows a user to set a prompt where further action is required on the record, i.e. follow up call. With the support of Outlook a prompt shall be set.
E-Shots
An E-Shot is the special utility designed for a sales person to send bulk mail to their customer list. This utility sends a similar mail to all the recipients listed in its contact list box. It is designed with the power of querying different lists of contacts from the database.
Contact Info.
The contact information screen displays all the contacts available for the Organisation.
Contact List
This list displays all the contacts available in database. Using the contact list, users can search a particular contact according to the Organisation Name. Users will not able to edit or delete any contact information from here.
Restore Contact
When a contact is deleted from the organisation screen, it is not deleted permanently. It is stored under its organisation in the Restore contact screen. Consequently if a user needs the contact details once again, using the restore option the contact deleted shall be re-established.
Delivery Address
This feature will show a list of delivery addresses for the organisation.
Find
Find is an important screen in the application. It can assist users to locate a particular record through searching various fields.
Imports Products
This option allows a user to import products from a .csv file. External products can also be imported to the database.
Manufacturer
Manufacturer is the master which contains all the list of product vendors with the list of category which is manufacturer use in contact detail of organisation form as category, main preference and second preference.
Industry code
Industry code is grouping of organisation that is when user is adding any new organisation user need to select that organisation is under which group of industry code such as corporate, charity, government, education and more. So it is use to keep organisation under certain group of industry code.
Competition
A list of all the competitors. A User can Add or Modify Competition
New Mail
A simple utility to send any mail to Contact person.
Signatures
Using this option, a user can send a customized signature to the contact person's Email address.
Print Letter
Using this option, user can print a customized Letter to a contact person.
Record Transfer
The Record transfer option is used to transfer from one Sales person's record to another sales person. Users can transfer a single record (Records currently opens on the Organisation screen) to a different sales person by selecting a salesperson from the list available.
Sage Map
This option allows a user to map an organisation with a sage Account., uUsers can enter a sage reference, it should not map with other organisation.
Sage Orders
Sales orders & Invoices Listed for the Corresponding Sage Customer.
Sage SOP
This feature is used to create sales order from a quotation to Sage. These features will have options like Quotation Posting as Sales Order in Sage, Edit Existing SOP Posted & Printing SOPs Provided.
Tools
With the help of this menu, users can set the application default setting.
Settings
This option allows a user to update user details and server settings. Dynamically user can change setting of application.