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Everest ERP Software – the CRM software solution

Advanced business software to manage critical customer data
In today's highly competitive marketplace, you need to respond quickly and intelligently to changes that critically affect your business. Everest’s business software comes with a built-in Business Activity Monitoring (BAM) feature that provides your employees real-time access to critical business information, prompting quick and effective responses to customers. You can configure it to automatically trigger email alerts to individuals or groups of employees, vendors/partners, and customers whenever any business activity occurs or threshold metric is reached. Simply choose from within a list of business activities pre-defined within Everest.

Looking for more advanced CRM features?
You will find them in CRM Studio, an additional option available with Everest. CRM Studio can be configured to check for events (within Everest) that you want to track, events that are beyond the purview of Business Activity Monitoring and Everest functionality. Once configured, it will not only automatically notify the appropriate staff for further action, but it will also update applications with timely data. CRM Studio delivers alerts via email, fax and pager. It also generates frequently needed reports and helps you track who got what information, when, and by what means. With CRM Studio, you can make better decisions by monitoring events you didn't have time for before, increase customer satisfaction by responding to their problems faster, and save time by having reports automatically delivered across your business.

How Everest addresses your concerns relating to Business
Activity Monitoring/CRM:

I simply do not have the time to monitor all the activities taking place in my business.

You can configure the BAM feature in Everest to check for those conditions that are most critical to your business. Once configured in this manner, BAM will automatically notify the appropriate staff for further action. For instance, when you have overdrawn on your bank account and it shows a negative balance, BAM will trigger a warning e-mail to all concerned in your company with details of the bank account and the amount by which it has been overdrawn. To give another example, BAM can be configured to alert you about products that aren't moving at all. When no sales invoices have been created in Everest for any product or products for a period of time that you have pre-set, Everest can automatically e-mail an alert to the appropriate employees in your company. CRM Studio is equipped to deliver alerts via e-mail, fax and pager

I would like to add a personal touch to standardized communications sent via e-mail to customers and prospects.

BAM offers templates that help standardize communications to customers, prospects and others sent by e-mail. Tags available for these templates enable addition of a personal touch to these mails with ease.

I find it difficult to keep track of key reports distributed within my company.

CRM Studio automatically generates frequently-needed reports and provides complete auditing of report distribution, enabling you to precisely track who got what information, when, and by what means.

My customer service department has to manually update customers with their order status, wasting valuable time.

BAM can be configured to automatically send e-mails to customers and your staff when an event takes places. Customers can be automatically e-mailed an order confirmation notice when an order ships or before an invoice becomes due.

I would like to keep my Web store customers informed of upcoming offers and promotions.

CRM Studio can be set up to trigger prompts for e-mailing newsletters — in plain text or HTML format — to customers informing them of new stock that has arrived, or discount sales in the offing. You can also drive additional sales and bond closely with your customers by sending out greetings on occasions such as weddings, anniversaries, years as a customer, etc, using data from the wish lists or gift registries created by your shoppers in Everest.

I would like to automatically communicate drop-ship orders to my vendors immediately upon receiving orders from my customers.

Using CRM Studio, you can look up orders on hand in Everest and automatically instruct your vendors— by fax or e-mail —which orders need to be drop-shipped. This order processing software ensures prompt shipments while saving money and time.

I would like to greet my customers on their birthdays, wedding anniversaries and other special occasions, but find it difficult to keep track of the appropriate dates.

You can set up BAM to monitor wedding anniversaries, lifetime value thresholds, purchased volume thresholds, or any occasion special to your customers and automatically send appropriate greetings to them with your signature, thereby providing a personal touch.

I want to automatically send individual sales commission reports to my sales reps every month.

With CRM Studio you can end out, every month, e-mails with detailed statements attached indicating sales commissions each of your individual sales reps is entitled to. That way your sales personnel would find themselves well informed on this score, and motivated too.

I would like to track – and respond to – changes critical to my business but which go beyond the pre-defined events in Everest.

CRM Studio can be configured to check for events (within Everest) that you want to track, events that are beyond the purview of Business Activity Monitoring and Everest functionality. Once configured, it will not only automatically notify the appropriate staff for further action, but it will also update accounting inventory and other software with timely data.

Whenever any critical activity affecting my business occurs, I would like to send out alerts by fax apart from e-mail.

CRM Studio offers you the facility of sending out alerts by fax as well as e-mail.

Awards


	Best Business Software Product 2004
	Best Business Software Product 2004

	Best E-commerce Solution Finalist
	Best E-commerce Solution Finalist

	Five Star Rating

	Small Business Solution of the Year
	Small Business Solution of the Year

More Awards

Testimonial

"With CRM Studio, we are able to react quickly to changes in our business where timing is critical. Monitoring incoming e-mail as well data in Everest for critical, time-sensitive information and bringing it to the notice of concerned employees who need to know about it – and are empowered to act on it – has never been so easy. What's more, CRM offers various means – like e-mail, fax, pager – for delivery of critical corporate data to employees, business partners, and customers."

– Michael Pierce,
Partner and CEO,
ECHO LLC
Dothan, AL

Success stories

Learn how Everest handles CRM

Detailed Feature List

Fast facts

Everest – fully integrated for maximum efficiency:		Everest integrates your entire small business

Everest is a fully integrated solution that covers accounting, inventory control, sales, order entry, marketing, purchasing, e-commerce, point of sale, shipping and receiving, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate 3rd party software applications. With Everest, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!		Click here to view enlarged image

There is a host of other benefits in Everest. To learn more about 'Business Activity Monitoring/CRM Studio' in Everest and how it can transform your small business, request a no-obligation FREE consultation.