ITEM TRACKING MODULE
This optional module delivers the ability to keep track of 'Items' that have been sold to customers. Items can be a physical item or a service item.
An Item record has many data fields where you can record such things as a serial number, purchase date, purchase price or warranty expiry date. You then have a further eight User fields to record additional information, plus some fields to record Service information such as Service Contract Type, contract price and contract expiry.
The ability to re-name the many data fields that are in the Item Tracking module provides for a very flexible system. Here are some of the possible uses for the Item Tracking module:
- IT Company - track hardware and software serial numbers, warranty dates, support contract date.
- Luxury goods - track what customers have purchased and when. Use this information to send anniversary 'Thank You' notes and perform targeted marketing campaigns.
- Publisher - track subscriptions, renewal dates and membership levels.
- Club - track memberships, renewal dates and membership levels.
- Maintenance provider - track dates of next scheduled maintenance e.g. for air-conditioning units, pools, etc...
Using one of the numerous search functions of this module will allow you to be pro-active in converting your database of items sold into new opportunities, i.e. you could create a list of all contacts that have purchased a certain item or from a certain product category and offer the latest upgrade, or run a search on all support contracts or subscription dates that are about to expire in the next two months and offer renewal contracts.
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