Selling & Your Customers
Your Customer base is your most valuable asset. Benefit from past experience by having detailed information on your Customers' individual requirements at your fingertips. Build stronger relationships by efficiently processing and managing sales orders - vital to Customer relations and business growth.
CRM & Telesales
Build targeted telephone, mail and e-mail campaigns using a single database, covering both your customers and your prospects. Access Prospect Manager includes field labels that can be personalised to match your own company or industry terminology and pop-up lists for validating data entry. Campaign data sets can be compiled using any search criteria, including lead source, status, territory, sales person and next action date.
New prospect records can be generated automatically, using data imported directly from your web site. And when you build your estimates and quotations, prices can be drawn directly from your price lists and stock control. Once sales orders have been received, converting prospects into customers takes just one click and you do not lose any contact history. Each record includes space for free-format notes and automatic date stamping is standard.
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Sales Ledger
Here are all the tools you need to profit from past experience and build stronger relationships with your customers. Customer turnover can be viewed instantly, for up to 39 periods, and each customer record will hold an unlimited number of contacts, addresses and attached documents. User-definable sort keys give you the power to select, sort and sub-total sales data using any criteria you wish.
You can view transactions and outstanding orders for any period, and reprint sales orders or invoices at will. A pop-up window displays the profit value and percentage margin for each customer, and a complete allocation history is also provided. Advance payments, part payments and deposits are handled with ease.
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Sales Order Processing
Dimensions provides a fast and easy system for sales order processing. You can store up to 10 standard prices for each stock record, and allocate a price band, discount structure and unique payment terms to each customer. Estimates, quotations and Pro Forma invoices can be converted into live orders instantly, using a single command. And all sales orders can be subjected to a full authorisation routine, including credit card validation.
Historical sales orders may be duplicated whole or in part and scheduled to repeat at weekly or monthly intervals. The system shows physical and free stock quantities at a glance, and automates the handling of superseded, alternative and bundled items. Profit and margin are revealed line by line as sales orders are entered. Profit and sales order history are available by product and customer, using powerful drill-down and reporting options.
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Sales Analysis Matrix
You can automate selection of the correct analysis codes, as sales orders are being raised. The appropriate code is chosen using a combination of factors, such as type of customer (e.g. trade, wholesale or retail) and type of product (e.g. hardware, software or consumables). You decide which analysis codes feed into which nominal categories and the level of detail that passes through.
Because each analysis record can be configured to update a specific nominal category, building an accurate and comprehensive picture of all your sales activity becomes effortless. At the same time, automating the sales order processing removes a substantial burden from your staff - speeding the entry of new sales orders and helping to reduce errors.
Consolidated Sales Orders
You can enter and deliver any number of sales orders, and then combine them into a single invoice without reducing the depth of your own analysis. This is the ideal way to simplify invoicing for customers that place numerous sales orders over a short period of time. It can also be used in conjunction with the 'Trading Groups' facility, to handle the delivery and invoicing needs of complex organisations.
Trading Groups are built by linking subordinate customer records to a single 'Head Office' record. (Branch offices, distribution depots and haulage contractors can all be set up as subordinates.) You can then enter and deliver individual sales orders for each sub-office, before combining them into a single Head Office invoice. Deliveries can be made to any member of the group and profitability can be analysed by individual subordinates, by Head Office or by the group as a whole.
Credit Control
Access Dimensions credit control is the most effective way for businesses to reduce debtor days and improve cash flow to fund business growth. Access Accounting is the only mid-range vendor to offer an integral credit control module that delivers industry-standard best practice and is HMRC compliant.
The module delivers a fully interactive aged-debtor view in a single screen, and is equipped with a variety of tools to make the process of debt collection more effective and easy to manage. It is the only business software in the UK mid-market that offers such functionality. During design and development Access Accounting consulted with HMRC to ensure the new credit control module meets all legislation for debt write off. The new module was developed with comprehensive input and guidance from credit control professionals and existing Access Dimensions users to deliver proven best practice via relevant functionality.
Full integration with all other modules within the Access solution delivers any information a credit controller will need within a few clicks. Automated workflow functionality enables powerful credit control processes that make best use of staff time and effort. Automated escalation of debts ensures timely attention and fewer debt write-offs improving cash flow in the business. The key competitive systems employ a more traditional debt collection methodology based on a simple printed system report that is then annotated by the credit controller as they work through the list. This approach is far less efficient, as hand written notes are not recorded on the system for future reference, and there is no structured escalation process to ensure focus on the most urgent debts.
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Key Business Benefits
Build targeted phone, mail and e-mail campaigns - quickly and effectively
Build stronger customer relations
= More effective marketing, increased sales and happier customers
Fast and easy system for sales order processing
Automate selection of sales analysis codes
= Speeds entry of sales orders, reduces user error
Automatically build 'chase list' for debtors
View copy invoices and statements from within the debtor list, and send them directly to debtors by fax or email
= Chase debts with the minimum effort
Automated Bank Reconciliation
This module contains sophisticated automation techniques to simplify the bank reconciliation process for complete visibility of cash balance information. Labour-intensive manual reconciliation methods inevitably delay the entry and accuracy of reconciled information into the cash balance, so rapid automation techniques speed up the entire process to ensure the accuracy of balance information for better decision making.
Learn more about the Automated Bank Reconciliation module
