Introduction

Intelligent Relationship Management™ (IRM) a term we defined based upon our 20+ years of experience describes a set of processes with application support to maximize your business results by managing your relationships in a more intelligent way.
Studies show that small- and medium sized enterprises (SME) can significantly improve their business results if they where in control of their relationships and processes.
After designing and implementing, Enterprise Resource Planning (ERP) software like SAP and Oracle Applications, and Customer Relationship Management (CRM) software like Siebel with large multinational companies we have learned how to optimize processes but more important also learned that you can make things to complex.
Where multi-million dollar implementations where normal we believe implementation of software solutions for SME’s should be easy, should be done in hours instead of months, possible by the management of the organization without hiring external resources and result in an improved working process.

Product Management

Create and manage your products, divide them into product groups. Make relation to the procurement conditions like supplier, minimum purchase quantity. Define your sales conditions like minimum quantity and sales price. Integrate a product with a communication chain for product marketing integration. Connect the product to the GL accounts for automatic accounting.

Account Management

With the account management module you can manage your prospects, suspects, suppliers and resellers. Create as many contact persons per account as you want. For an account you can manage a visit-, postal-, invoice- and delivery address and a post office box. Relation types and account types can be used and managed by use to make your own split up for your accounts. The open invoice amount of an account can be seen on the main window.

Direct access to all the account related information like: • Sales Orders • Service Agreements • Account notes • Account documents • Opportunities • Quotations • Invoices • Projects • Project invoicing • Software licenses

Sales Management

You can implement a well proven sales management process by using opportunity management, quotations and sales orders. Opportunities are identified changes to make a sell. Manage your tasks to accomplish this and use the opportunity to create quotation(s) with a single click. Quotations can be copied to sales orders with a single click when you score the order. When you sell additional services, you can create service agreements with repetitive invoicing.

Logistics

The logistics process (which is optional to use) related directly to your products. After defining one or more warehouse where your products will be stored, you can procure them by creating purchase orders for the stock products. Stock reservations will be made so you always have a clear view of not only your available stock but also the expected quantities to arrive from your supplier.
	Inventory control includes: • Material reservations from sales- and purchase orders. • Automatic update based on transactions • Goods receipt postings • Goods issue postings • Creating delivery notes • Asset management for products with serial numbers.

Accounting

Our built in accounting system enable you to manage and work with: • Daybooks • Journals • Memorial documents • Bank statement • All processing is done automatically when transactional documents are validated. • Built in reporting for Balance sheet and PL statement • Year end closing

Marketing

Start your marketing process by creating news letters and send them to your accounts to generate leads. Full HTML editor for newsletters available. Automatic creation of product related news letter groups on product creation. When you create a sales order for a certain product, this accounts contact persons will be related to this news letter group to enable you to send product related news letters to customers who bought the product.

Chain messaging is our concept to support up- and cross selling techniques. When selling a product you can launch a communication chain with predefined messages which will be send x days after the invoice creation for the specific product. In this way you can create additional requirements at your customer and keep in touch after the sale.

After Sales

Getting customers for your products or services is one thing but keeping them satisfied is perhaps even more important. With the After sales module you will be able to register all your accounts questions or complaints. With the workflow component you can create and assign support tasks automatically and assign them to your employees. Turn your customer’s complaints into areas for improvement by managing and solving them.

Project Management

Create and manage your projects. Divide a project in project items (phases). Assign resources to certain projects. Register default hourly rates for project activities. Enter time sheets per employee per project. Create automatic invoices based on your timesheets