This demo video provides an in-depth overview of the Contact Management module in Syspro, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction tracking, activity management, and integration with mobile applications, ensuring seamless customer engagement and complaint handling.

Topics

• Defining Organizations and Accounts: How to manage existing debtors, creditors, and prospective accounts within Syspro.

• Detailed Contact Management: Creating and maintaining multiple contacts per account, including interaction history.

• Activity Tracking and Management: Viewing, prioritizing, and following up on activities such as emails, calls, and meetings. 

• Customer Workbench & Mobile Access: Using the Espresso mobile app to access contacts, activities, and financial information on the go.

Insights

• The module allows granular visibility into interactions with individual contacts and organizations, improving relationship management. 

• Integration with Office 365 Exchange enables seamless email tracking within the system.

• Mobile access via Espresso empowers field reps to stay informed and manage customer interactions in real time.

• The complaints ticketing system provides structured workflows, enabling efficient resolution and accountability.