I have 13 years of hands-on experience working with every stage of the software development lifecycle, from scratch to finished product to deployment. At AdvancePro, I lead multiple development teams who design, develop, deploy and maintain the platform. My goal every day is to produce a product that is innovative, secure, easy to use, and solves the problems that hold our clients back from growing.
- Automatically or manually assign account numbers
- Add unlimited billing and shipping addresses
- Store EDI compliant Store ID and Warehouse ID information
- Add customer level pricing exceptions
- Set sales goals per customer
- Set customer reminders and alerts
- View detailed customer history and logs
There are no limitations to the number of customers that can be entered into AdvancePro, or on the number of shipping and billing addresses assigned to each customer. AdvancePro stores and manages detailed customer information such as chosen currency, payment terms, and applicable taxes.
AdvancePro’s customer order management capabilities can reserve product for specific customers, set minimum order values and issue and process RMAs.
AdvancePro also manages the sales process through assigning Sales Reps, calculating commissions, and setting and tracking sales goals on a per customer basis. Quotes can be prepared and emailed directly from AdvancePro, and customer-level pricing strategies applied to them as well.
AdvancePro’s intuitive user interface and powerful database technology helps make customer management an easier and more efficient process.Automatically assign account numbers