CRM Contract Management
Monitor & Manage Contracts in Maximizer
With the Synergy contract management application for Maximizer, your business can track and manage customer contracts with ease.
See the renewal status of each customer at a glance, create alerts and reports to notify you of upcoming renewal dates – and use the system to issue renewal notices.
You will also be able to build mailing lists of customers subscribing to certain products or services, and target them with tailored communications delivered through Maximizer’s email marketing.
Standard Synergy Functionality
The following features are available to any system deployed with Synergy:
- Customisable screen, column layout (including application or company branding, fields etc).
- Build lists based on single or multiple search criteria.
- Field and record level security to control how the module is used, allowing you to control what users can amend and view.
- Custom filters to make popular searches one click away (e.g. supplier filters, product category filters).
- Conditional fields data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford cars can be selected).
Reports & Analysis
Using your data in Maximizer with the Contract Management system, you can:
- Report on renewal rates by product, region, customer Profile etc.
- Predict forthcoming subscription revenue by month/quarter/year.
- Analyse renewals not taken, outstanding or overdue.
- Understand what staff & resources will be required to service renewals taken in the next 30, 60 , 90 days.
Talk to us about CRM Contract Management today by giving us a call on 0345 260 8801 or contact us here