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    SoftExpert Customer

    Customer management

    Consolidation of customer data in one place

    SoftExpert Customer

    Constantly changing markets, economic and political risks, customers who demand increasingly customized products and services – these are some of challenges companies have to face every day in managing their customer portfolios. That is why customer management is extremely important for successful commercial activities.

    In complex commercial operations, it is essential to have a tool that organizes and centralizes customer information. SoftExpert Customer allows you to view customer data quickly and easily. It also allows fundamental documents, such as contracts and attachments for approvals and review information, to be associated whenever necessary.

    SoftExpert Customer offers tools that help in achieving quality standards, such as ISO 9001, simplifying registration of customers and products, optimizing time spent, and gathering all partner information in one place.

    Screenshots

    • Customer registration

      Customer registration

    • Customer classification

      Customer classification

    • Contact data

      Contact data

    • Documents control

      Documents control

    Features

    • Easily accessible central repository with all customer registration data in one place
    • Categorization of customers according to company needs.
    • Updated content through simplified review of information whenever necessary.
    • Export reports in Excel.
    • Customer evaluation via survey
    • Customer contact management.
    • Optimization of registered customer searches by keywords or related attributes.
    • Customization of fields for easier registration management.
    • Simple and fast association and viewing of documents and performance indicators.
    • View FMEAs, Audits, Requests and APQP-PPAP activities associated with the client.

    See also

    SoftExpert Analytics
    SoftExpert ESM
    SoftExpert BPM
    SoftExpert EQM
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    SoftExpert
    • Products
      • By business needs
        • Overview
        • Business Process Management – BPM
        • Corporate Performance Management – CPM
        • Enterprise Asset Management – EAM
        • Enterprise Content Management – ECM
        • Enterprise Quality Management – EQM
        • Enterprise Risk Management – ERM
        • Environmental, Social and Corporate Governance Management – ESG
        • Governance, Risk and Compliance Management – GRC
        • Human Development Management – HDM
        • Innovation and Change Management – ICM
        • Enterprise Service Management – ESM
        • Product Lifecycle Management – PLM
        • Project and Portfolio Management – PPM
        • Supplier Lifecycle Management – SLM
      • By industry
        • Overview
        • Aerospace and Defense
        • Agribusiness
        • Architecture, Engineering & Construction
        • Automotive
        • Chemicals
        • Consumer Goods
        • Education
        • Energy & Utilities
        • Financial Services
        • Food & Beverage
        • Healthcare
        • High-tech
        • Medical Devices
        • Mining & Metals
        • Pharmaceuticals & Biotechnology
        • Public Sector & Associations
        • Retail
        • Transportation & Logistics
      • By regulation
        • Overview
        • AS9100
        • BPMN
        • BSC
        • CBOK
        • CMMI
        • COBIT
        • COSO
        • FDA 21 CFR Part 11
        • FDA 21 CFR Part 820
        • FSSC 22000
        • GDPR
        • IATF 16949
        • ISO 10015
        • ISO 13485
        • ISO 14000
        • ISO 15189
        • ISO 19011
        • ISO 20000
        • ISO 22000
        • ISO 22301
        • ISO 26000
        • ISO 27001
        • ISO 31000
        • ISO 37001
        • ISO 45001
        • ISO 50001
        • ISO 55000
        • ISO 9000
        • ISO/IEC 17025
        • ISO/TS 14253
        • ITIL
        • OHSAS 18000
        • PMBOK
        • Six Sigma
        • SOX
      • All products
        • Overview
        • Action Plan
        • Analytics
        • APQP-PPAP
        • Archive
        • Asset
        • Audit
        • Calibration
        • Capture
        • Competence
        • Customer
        • Document
        • FMEA
        • Form
        • Incident
        • Inspection
        • Kanban
        • Knowledge Base
        • Maintenance
        • Meeting
        • MSA
        • PDM
        • Performance
        • Portfolio
        • Problem
        • Process
        • Project
        • Protocol
        • Request
        • Requirement
        • Risk
        • SPC
        • Storeroom
        • Supply
        • Supplier
        • Survey
        • Time Control
        • Training
        • Workflow
      • SoftExpert Excellence Suite
      • SoftExpert Excellence Suite
    • Services
      • Overview
      • Training
      • Cloud Computing
      • Consulting and Implementation
      • Customization Services
      • Integration
      • Performance Optimization
      • Service Hours Pack
      • Support
      • Validation
    • Company
      • About us
      • Contact us
      • Business Partners
        • Find a Partner
        • Strategic alliances
        • Become a Partner
        • Qualification Form
      • Careers
      • Channel of Reports
      • Events
    • Customers
      • Overview
      • Success cases
      • Testimonials
      • Video Case
    • Resources
    • News
    • Blog

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