Customer Relationship Manager (CRM)

Customer Relationship Manager maintains all critical information for customers and vendors

This is where it all begins

Use our customer relationship management (CRM), tool to build relationships,
automate your workflow processes and grow your branded merchandise
business more effectively. You can store, manage and access all your
critical customer
 information with ease.

You can’t sell promotional products if you don’t know who your prospects 
and customers are. Your CRM will retain all your customer information
relating to 
accounts, contacts, leads and sales forecasts. It stores the key
information 
important for your business, including personal information
like family 
birth dates and a full history of events and contacts that have been
made. 

 

Customers

Customers begins with a dashboard for each of your accounts. From the dashboard you have critical information, as well as navigation to the various modules in the system that you have selected on sign up. Whether you want to see open opportunities for the customer or keep on top of your current outstanding quotes, all the information is at your fingertips! 

Customers will allow you to maintain all essential information relating to customers provides unlimited connected contacts that can be tagged for document distribution. Customer preferences are stored to make each customer experience unique. You are able to select contacts for your sale and automatically have documents delivered as tagged. 

Now you can control all fields displayed and highlight specific fields to draw attention.  The system can be customized based on your preferences.

Our new Group notification feature allows for tasks associated with accounts in your CRM to be assigned at the group rather than individual level.  Once groups have been created and tasks assigned, the system notifies everyone in the group by email that they have been assigned a task.

Our Vendor Alias feature eliminates the risk of multiple versions of the same vendor being added to Advance™ by mistake.  Using parameters input by the user, it can  recognize spelling variations, space issues and so on. The system will only add the vendor if they are a genuinely new addition.

Antera Advance™ provides workflow though individual modules to meet your management needs.  With Customer Kanban Workflow you can progress a customer account through your predetermined approval steps until approved and established with your company guidelines. Kanban workflow is available in a number of modules including Customers, Leads, Opportunities, Quotes, Orders, Artwork, Purchase Orders, and Production.

Using rules with the Kanban workflows enables you to always know the status of all items in an instant. 

Vendors

Vendors contain all your critical information on vendor account and contacts and allows you to set your preferences for how vendor accounts are handled. 

You have the ability to maintain your information to control vendor specific terms and docusates. Vendor allows each vendor info to be managed uniquely.

Contacts

Contacts also has its own unique dashboard. By selecting contacts from the list view, or using the global search, you are directed to a dashboard that identifies all the vital data for that contact. Advance™ maintains information on each of your contacts. In addition, you can break down sales reporting by contact.

The contacts module provides an overview of open leads, activities, quotes, orders, opportunities and connected companies by contact and you can easily navigate to those records. Advance™ allows an unlimited amount of contacts to be associated with a company and also an unlimited amount of companies connected to a contact. If you have purchasers that are buying branded merchandise on behalf of multiple companies, this allows you to simplify your management of information.

Leads

Leads are a priority for any sales organization. Advance™ leads can be placed in a queue for distribution and then automatically fed to sales people. 

The process of converting a lead to a contact and customer is unique. When the user selects convert, the system will automatically create an account and a contact icon in one step. 

Leads are fed to dashboards that offer extensive reporting to make sure nothing falls through the cracks.

Kanban view expands the capabilities and makes it easy to workflow leads.

Opportunities

Opportunities represent your sales pipeline. An opportunity can be created to identify unique sales possibilities and track their progress for sales and management. With Advance™ the opportunities module ensures all larger quotes are collated to be reviewed regularly. Progress is charted through sales stages.

The dollar amount of opportunities per sales stage is identified at the top of each column. Each salesperson can easily see their forecasted activity. Also, a quote or order can be generated from an opportunity with ease, giving you the ability to track the % of opportunities that resulted in sales. 

By dragging an opportunity onto the ‘closed’, ‘won’, or ‘closed lost’ columns, you will trigger popups to identify the ‘reason won’ or ‘reason lost’. Analysis of closed lost will provide your organization with valuable details to improve your closing ratios.

Projects

The projects module is designed to manage details related to larger opportunities. This module will give you an overview of the tasks required to be completed by project and the ability to assign deadlines, priorities and responsible parties.  

The projects module can be related to tasks and assigned to any user. A project manager can have an overview of the entire project to make sure all deadlines are met.

File Manager

As soon as you start working with customers you start assembling data. 

Data can be artwork, customer specifications, agreements, misc. documents, price sheets… the data keeps coming.  

With Advance™ you receive unlimited cloud storage with the ability to record all your important data. Folders are automatically built under each account:

  • Artwork
  • General
  • Opportunities
  • Orders
  • Projects
  • Quotes
  • Sourcing

 
When orders or quotes are generated, all documents downloaded or sent are automatically saved to the cloud folder for that order. Automatic versioning maintains each variation sent to the customer.

Integration and Antera API's

The information you store in your Advance™ system is your most valuable asset. This information has been accumulated by your team from doing business over the years. The ability to access that information is very important. With Antera’s third-party integration and open APIs, you have the ability to query the Advance™ system or push/pull information to other applications.  Systems like MailChimpConstantContactTaxJar
ShipStationCardConnectPromoStandards and dozens more can automatically feed data to, or from, Antera and Antera regularly adds different product integrations.