Another core component of the CRM package, Customer Hierarchy is a tool to create and view information by grouping of accounts. There is an automation of core ERP parent/child relationships plus the ability to create custom groups of accounts according to the needs of the business.
View aggregated account information and review trends on data points like:
• Leads and opportunities
• Five-year sales analysis by type (i.e.: machine & attachment sales, parts sold over-the-counter, parts associated with work orders or through Part Store, labor, miscellaneous, rentals, and more)
• Accounts receivable
• Sales coverage, lost sales reports and UCC1 filings
• Customer machine population, associated work orders and PTOS metrics
• Customer satisfaction through activity history and survey results
Get a better grasp on the relationships between different customers to maximize how the dealership interacts with their customer base with Customer Hierarchy.
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