CRM / History

CRM / History

The basic prerequisite for good CRM (Customer Relation Management) is the transparency and universal availability of information. This is where MOS-TANGRAM software comes in, providing a complete customer history with detailed information on orders, correspondence, shipments, payments, returns, customer contacts, etc.

MOS-TANGRAM software saves all customer activities automatically:

  • Customer and order history with information on every customer transaction. Entries for every processing step, with date and agent. Some examples of customer events: "New customer added"; "New order"; "Order ready to ship"; "Invoice created"; "Invoice printed"; "Package scanned"; "Partial return"; "1st reminder"; "Invoice reprinted"; "Payment received."
  • Tracking number assigned by package service/freight forwarder with the possibility of direct creation of a tracking letter.
  • Sortability according to orders, e.g. all entries on an order or order type; this means that, for example, all second reminders for a customer can be called up quickly, or all of the customer’s backorders.
  • Customer account with all transactions and the current account balance in the first line. Each entry/booking can be supplemented with comments.
  • Numerous additional functions via mouse-click, such as selecting a certain order with all related entries, VAT breakdown, invoice or account postings, transfers, statement/account overview in print version, supporting documents in print-ready form.
  • Parameters: presentation of agreed conditions. Information on standard credit card and bank details.
  • Purchased articles: information on total purchases in the various material groups and the individual articles within the groups.
  • Contribution margin: overview of contribution margins the customer has generated for the mail order company.
  • Concealed expenses: all advertising and marketing expenses that have accrued to the benefit of the customer. These concealed expenses might lead to a negative contribution margin for some customers.
  • Mail merge in MS Word or Staroffice and label printing: standardized form letters addressed to the customer can be created from the customer history, or a single label printed.

OXID Webshop MOS-Edition

The widely used OXID Webshop in symbiosis with functions such as promotion measurement. MOS-TANGRAM has expanded the Oxid Shop and optimised it for interaction with MOS-CHOICE and MOS-MIDI – result are transferred directly from the shop and evaluated. Enjoy the profits of this all in one shop and inventory tool!

We are here for you

The support team of MOS-TANGRAM is there for you as an important point of contact with regard to your problems and needs. With the aid of visual demonstrations via TeamViewer, help is never far either immediately or on callback, and/or by remote access. Your concerns are important to us – before and after buying!

-