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Date Posted: 11/23/2002

AccTrak21 Releases Version 10 Fully Integrated CRM Module Featured

 
 
FOR IMMEDIATE RELEASE
Graphics available upon request
Contact: Kim Ilao, Director of Media Relations
AccountingVoice
Phone: 800-595-3174, ext. 119
E-mail: KimIlao@AccountingVoice.com

November 21, 2002 - Denver, CO – AccTrak21 today announced the release of Version 10 of its online, real time accounting and business intelligence software for small to medium-sized businesses. Version 10 includes the latest addition to AccTrak21’s suite of integrated modules, Customer Relationship Management (CRM).
For a limited time, AccTrak21 is offering free copies of its Version 10 software (valued at $10,000), including the new CRM module, to accounting professionals. Version 10 is Microsoft Windows-based, has hyperlinked online help and includes integrated OLAP (on-line analytical processing) business intelligence tools.
AccTrak21’s CRM module is designed to provide users with the tools to effectively collate, share and analyze vital customer information. Version 10 integrates AccTrak21’s award-winning accounting and business intelligence software with the most commonly used front office tools – Microsoft Word®, Microsoft Excel® and Microsoft Outlook®. This allows businesses to automatically save any written contacts with or information relating to a customer or prospect (email, notes of phone conversation, letter, task, appointment, Excel spreadsheet, etc). At the same time, users will also be able to instantly see the history and current status of financial and any non-financial customer transactions.
AccTrak21 CRM works by first capturing information relating to the user’s customers and prospects. Such information can relate to events, including financial transactions, non-financial transactions and forms of contact (i.e. phone, letter, fax, email, tasks and appointments), and properties or distinguishing characteristics (i.e. nature of customer’s business, industry segment, size, etc.).
Wayne Harding, CEO of AccTrak21 USA, explained the philosophy behind the new module: “AccTrak21 CRM provides users with the ability to keep track of all daily transactions and contacts companies have with their customers. This means that staff across the organization, no matter what their individual relationship with a particular customer, will always be able to find out quickly and easily what the current status is with that customer. This will lead to better and closer relationships, which leads to increased revenue.”
Customer Analysis
By categorizing customers according to the criteria that make most sense to the business (i.e. nature of business, industry segment, size of business, etc.) and by using AccTrak21’s pre-configured OLAP cubes, management gains greater levels of insight on key customer trends and behaviors, as well as how effectively the company deals with its customers.
For example, AccTrak21 CRM will enable users to answer questions such as:
*What types of customers are buying which products and services? From which regions? From which salespeople?
*Which categories of customers are the most profitable? Which are the least profitable?
*What products or services are causing the most complaints? How effectively is the company dealing with complaints?
*With which prospects is the company most likely to be successful? With which products or services?
*What other products and services should be marketed to existing customers?
*How are my customers and prospects segmented in terms of industry type, size, location, etc.?
“All software gives users the ability to see individual transactions. What is so exciting about AccTrak21 is that its pre-configured OLAP cubes provide users with the ability to undertake detailed analysis on how the business is really performing, to better understand customer (and prospect) behavior and to understand what the key trends and issues are. Armed with this information, managers will be able to make better, more profitable business decisions,” added Harding.
About AccTrak21
AccTrak21 designs and develops high quality, low cost, end-to-end solutions for small and medium-sized businesses. In addition to financials, AccTrak21’s suite of integrated features includes CRM, online banking, e-commerce, mobile commerce, manufacturing, distribution and pre-configured Business Intelligence tools (including OLAP). AccTrak21’s Business Intelligence tools enable accounting professionals to better understand their clients’ business performance and provide value-added advice and mentoring. The company’s mission is to offer high quality software at prices all small and medium-sized businesses can afford. More than 3,000 companies in 17 countries use AccTrak21’s software. For additional information on AccTrak21, including software features and benefits, email info@AccTrak21.com or visit http://www.AccTrak21.com
About the Accounting Professionals Partner Program (AP3)
AccTrak21 recently announced the launch of AP3, a U.S. accounting reseller initiative aimed at recruiting resellers and increasing distribution of its popular software products. AP3 offers aggressive reseller margins. Interested resellers should contact AccTrak21 directly at info@AccTrak21.com, or simply register online at http://www.AccTrak21.com/partner/signup.php
Contact:
Wayne Harding
CEO/ U.S. Office
Phone: (303) 290-0123
wayne@acctrak21.com
Tim Loving
Founder/CEO
Phone: +60 3 8656 8733
tim@acctrak21.com

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