|
Non-profit able to 'deliver the message' to more customers
Customer
FACE - Resources, Training & Action on Alcohol Issues
www.faceproject.org
Corporate Profile
Headquarters
Clare, Michigan
Type of Business
National Non-Profit Organization
Number of Locations: 1
Number of Employees: 8
Users on System: 8
AccountMate Modules in Operation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Customer Relationship
Manager (CRM) - INFOtrac
General Ledger
Kitting
Purchase Order
Sales Order
System Manager
3rd Party Applications in Operation
F9 Report Writer
|
Operating since 1989, FACE Resources, Training & Action on Alcohol Issues is a
national non-profit organization that supports sensible alcohol policies and practices
through the development of messages, collateral, strategies and trainings designed
to create public awareness and action on alcohol issues.
FACE had successfully been using the AccountMate LAN accounting system since
2003. They had been leveraging the flexibility of AccountMate and the expertise of
their AccountMate reseller, Technical Edge, to make several changes to their
technology system since their establishment.
While satisfied with their AccountMate accounting product there was an obvious
business need for the additional Customer Relationship Management (CRM)
functionality.
The Challenge
FACE was looking for a full-featured CRM package that would integrate with their
accounting software. Specifically, they needed to keep track of prospects and do
in-depth analysis of their current customers' history of purchases. They were not
keen on switching from their AccountMate LAN product but recognized that they
were in a position of needing of an integrated CRM option.
The Solution
In October 2005 on the advice of their local consultant Technical Edge, FACE
upgraded their current AccountMate LAN product to AccountMate SQL and
installed the integrated INFOtrac Customer Relationship module.
FACE employees were already accustomed to the LAN version of AccountMate.
With this familiarity, there was relatively little re-training required during the SQL
upgrade process.
The Results
Tight Integration of INFOtrac CRM with the AccountMate SQL accounting system
and the skillful modifications made by Technical Edge allowed FACE to gain
substantially better control of their customer information system. Access to this
information provided the greatest level of service to their nation-wide customers and
a means to promote and deliver the best product options.
Several custom reports in INFOtrac for AccountMate provide detailed analysis of
sales history for customer purchases. FACE is currently using these reports to
promote/market new products to customers who might not be familiar with their
entire product line.
FACE currently tracks over 3000 customers and prospects. Mass mailings set up
through INFOtrac enable FACE to send out flyers to customers who have purchased
a specific product line in the past.
Through this CRM integration, FACE can now link their customers from particular
states or organizations together with one another. This equates to a better way for
FACE to market products more effectively.
FACE is now in a better position to manage their customer database information, routinely champion the
products they have available, and track inventory to maximize their employees' efficiency and increase
customer satisfaction.
About the Customer
Since 1989, FACE has expanded its reach to become a national non-profit organization that promotes
sensible alcohol policies and practices. They conduct work in three areas:
- Provide research-based public information resources that include films, television and radio public service announcements, billboards, theater ads, PowerPoint presentations and a variety of print products (posters, brochures, bookmarks, camera-ready art).
- Provide face-to-face and online training. The training is designed to identify contributing factors related to alcohol problems and then determine actions to reduce those problems.
- FACE works with collaborating partners at the local, state and national level to reduce alcohol problems. They document examples of community actions that result in positive change and make these stories available to others.
More information is available on FACE at www.faceproject.org.
About AccountMate
Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible
accounting and business management software. AccountMate provides the most stable and technologically
innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the
module which enables customers to acquire the software they initially need and add modules as their
business needs increase. The availability of source code makes this software highly modifiable so that it can
be adapted to any changing business environment.
AccountMate accounting modules are available for Microsoft SQL, Microsoft MSDE and LAN. These
different versions enable your business to evolve from a single-user system to a powerful and sophisticated
multi-user SQL database network. AccountMate's software can help you manage global operations with
multi- currency capabilities and a built-in translation engine for multi-lingual businesses. A wide variety of
independently developed programs are also available to further tailor AccountMate software to specific
industries. AccountMate products are sold worldwide through our authorized resellers. The website address
is http://www.accountmate.com.
About Technical Edge, Inc.
Technical Edge, Inc. has been growing successfully in the Michigan area since 1985. Technical Edge
specializes in networking, computer consulting, analysis, programming, training, and support. Their team
of employees has extensive experience in the computer industry.
In October 2005, Technical Edge was awarded the distinctive AccountMate Elite Business Partner status.
Technical Edge also uses AccountMate and INFOtrac CRM to run their office. For them, one of the biggest
advantages of implementing INFOtrac has been the shared calendar. Per Jenean Kleinedler, President,
"For the 20 years we've been in business, we've had a wipe-off schedule board on a wall in our office. As
of early August, we took the wipe-off board down and are using the shared calendar options for scheduling
ourselves." They also value having all documents (i.e. Wo rd, Excel, .pdf) related to a customer linked
together in one program so there is no more searching to find documents and then the documents can
be opened with one keystroke.
More information on Technical Edge can be found at www.tedge.com or call (810) 230-0300.
|
