IRVINE, Calif. – October 28, 2004 -- ADAPT Software Applications, Irvine, Calif.-based developer of customer relationship management software, has announced an enhanced version of the fully-integrated, “out of the box” CRM solution it offers to users of Macola Progression software.

In addition to all the features and functions available in ADAPTcrm, the software will now include such new, ease of use features as the automatic conversion of all “won” opportunities to sales orders in real time and the automatic insertion of items purchased to the related customer records.

According to Mark Mindell, ADAPT CEO, “Macola Progression users can now leverage the widest scope of CRM features for manufacturers and distributors in the midrange market. With ADAPTcrm, Macola Progression users can create sales orders, inspect customer accounts receivable, verify inventory levels and perform other critical functions directly from within ADAPTcrm without having to exit the system or navigate through complex menus of a second application. ADAPTcrm addresses the key failure points of most CRM systems – ease of use, lack of integration, industry focus and customization difficulties.”

ADAPTcrm software combines collaboration, marketing, sales and extended services management in a single module, providing benefits that include single-point data entry and rapid learning. In addition to Exact Software’s Macola Progression, ADAPTcrm features “out of the box” integration to a wide variety of available ERP solutions, including Microsoft Great Plains, Platinum for Windows, BatchMaster, MAS 90 and MAS 200 by Best. This integration adds front-end CRM functionality to the supported ERP systems with real-time synchronization of the CRM database with customer, vendor, inventory, order entry, accounts receivable and accounts payable files.

ADAPTcrm features attractive and easy to learn screen layouts with options to customize displayed information. In addition, a dashboard “actions” system provides a wealth of additional user tools such as one-click copying of views to Microsoft Excel, the sending of emails and much more.

Users of ADAPTcrm also enjoy an unprecedented level of automation. Commonly needed reports are delivered to desktops automatically via email. Time-consuming batch jobs, such as the sending of mass e-mails, can be performed remotely on “automation servers” to avoid tying up workstations. Many business processes, previously performed manually, can now be executed through an automated process system.

One of the main reasons to implement a CRM system is to provide useful analytics and reporting. ADAPTcrm offers a powerful and easy to use data query engine and report writer, greatly enhancing the usefulness of the system dashboard and reducing the need to rely on third-party report writers.

ADAPTcrm offers several layers of customization. Smaller companies with minimal IT resources particularly appreciate this flexibility. One layer, designed for end-users, allows application users to add fields, forms and folders to records, create customized queries, reports, selling processes and implement business rules – all without writing code or changing database structures. Another layer is intended for programmers, allowing unlimited customization by directly adding new files, Client/Server and Web programs using ADAPTsdk, a complete, rapid application development environment that offers the ability to add new features, design screens and new tables – all without writing one line of programming code.

ADAPTcrm also features a built-in Process Definition Language (PDL), a powerful new table-based tool for modeling complex business processes. PDL expands the use of ADAPTcrm beyond traditional customer relationship management to true “computer aided management.” Using PDL, businesses can, among other functions: Automatically trigger processes; Automatically generate alerts to employees and customers; Automate marketing campaigns; Schedule proactive service calls; Automatically respond to Web-based leads; Run telemarketing scripts; and Automatically follow up on important activities.

ADAPTcrm incorporates a highly intuitive user interface.  New users can immediately begin to navigate around the system without formal training or reading a single page of product documentation.  “The designers of ADAPTcrm made a conscious effort to eliminate toolbar pull-downs, keyboard commands and hidden (right mouse click) menus.  Simply put, there are no detours to get from point A to point B in ADAPTcrm.  Everything is visible and straight forward,” says Mindell.

ADAPTcrm ease-of-use is further extended through a continually expanding knowledge base. When a user makes a query about system use, features, procedures and other items, the response is added to a knowledge base. Thus, users have the option of first searching the knowledge base through natural language queries to determine if answers already exist.

Established in 1993, ADAPT Software Applications is a leading provider of fully integrated, front-to-back-office CRM solutions for small- to medium-sized businesses. ADAPTcrm software combines collaboration, executive management, marketing, sales, service, fulfillment and ERP integration in a single, enterprise CRM solution.

 

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