CRM
To some, the acronym CRM means Customer Relationship Management. Carillon ERP does much more and calls it Contact Relationship Management. For example, it is just as important to track activities with vendors and suppliers as it is with customers. Carillon ERP allows you to track activities with all contacts and is designed to be used by everyone in your organization.
Carillon's CRM feature is also fully integrated with the Carillon ERP software, and has the exact same look and feel as the rest of the system because it was built using the same set of ancestor objects. Anywhere in the system you are referring to a person, the person will be set up in CRM. Even employees are a special kind of contact.
Your whole company will benefit by tracking activities with all contacts and management will easily be able to see all the activities associated with any organization in one easy to use window. You have an unlimited number of contacts with multiple look-up possibilities for quick retrieval of information. Our ERP software allows you to capture as much or as little information about each contact as you like.
Anywhere in the Carillon ERP system you are working with a Company, Customer, Ship To, Vendor, or Supplier, you are working with contacts in the CRM window. So in addition to setting up contacts at customers, you can also set up contacts at suppliers, vendors, or anywhere else you like. We use Contact Management to record all sales activities with a client, credit and collection activities, as well as all support activities.
Contact Information Tracked
- Name
- Address (mailing address, physical address and home address)
- Multiple Phone Numbers
- Title
- Anniversary
- Birthday
- Overall Comments
- Email and Web Site Address
- Whatever you would like in multiple user defined classes
Contact Assignments
- Multiple user-defined mailing lists (which interface with Microsoft Word)
- Multiple Sales reps
- Multiple Lead Sources indicating the source of the lead
Activity Tracking
- Unlimited Activities with unlimited text
- Unlimited To Do's with unlimited text
- Unlimited Documents that have been sent
Carillon® Everywhere™
Carillon® Everywhere™ is Carillon ERP's online portal for employees, customers, vendors and suppliers. It allows these individuals to perform simple, secure and safe information inquiries, thereby minimizing the workload strain on your Accounting, Human Resources, Purchasing and Customer Service departments. Employees can update their personal information and print paystubs, while customers can check their order status and print invoices. Suppliers can see purchasing and payment information. Carillon® Everywhere™ frees up your staff's time for more important tasks.
Do you want your employees to be able to look up and print out their W-2s or payroll stubs without having to hassle your accounting department? Do you want your employees to be able to make address changes on their own or be able to see their accrued vacation time without having to ask HR? Do you want to be able to do all of this without needing an ERP software license for each employee? And how much time would your company save if your customers could look up their invoices, paid and unpaid, by themselves?
Here at Carillon, we realize the importance of top rate security. That is why we have taken the time to ensure that all of your data is extremely secure within your website. Each employee or vendor will have their own unique username and password, and you can dictate how long and how complicated the passwords need to be. You can also determine what information each user can and cannot see. This can be done by individual user or by user group. Additionally, you can personalize the site to look any way you want, even if that means modeling it after your internal network.
Carillon® Document Intelligence
Eliminate manual data entry and outdated paper workflows with Carillon® Document Intelligence — a fully integrated AI-powered solution that intelligently reads, extracts, and processes data directly from your business documents inside Carillon ERP.
Every authorized user can securely view, verify, and export documents the moment they're uploaded — from any location. What used to take hours of scanning, routing, and data entry now happens in seconds, giving your team more time to focus on the work that truly matters.
Carillon® Document Intelligence leverages Microsoft AI Document Intelligence to automatically capture key information from invoices, receipts, purchase orders, and more — no scanning or manual input required. This dramatically reduces processing time, eliminates the need to store or mail paper copies, and ensures instant visibility across your organization. Download Carillon Document Intelligence Brochure
Custom Reports
Do you find yourself running the same database queries over and over again? Are you transferring data from Excel to your ERP software and vice versa? Now you can set up a Custom Report with Carillon ERP to cut out time and effort! With Carillon's custom reports feature, you can quickly create a report protected by the same high level of security and accuracy as the rest of Carillon ERP and put the report on your main menu for easy access.
Mail
Imagine not having to stand at the fax machine while you send quotes, order acknowledgements and invoices to your customers. Instead, do it all from your ERP software. For example, in the Sales Order Entry window you can choose File, Send and a pop-up box will allow you to send the quote or order acknowledgement to the ordering contact, ship to contact, bill to contact and/or to the sales rep. You can fax it to some and email it to others. That's a typical example of the power of the Mail feature.
The most common way to implement this functionality is via a Carillon supplied Windows server-side process that interfaces to Microsoft Outlook and Microsoft Exchange on the server. For emails, the forms/documents are sent as Adobe Acrobat (PDF) attachments.
