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ADAPT Enhances CRM Functionality for Macola Progression Users.


IRVINE, Calif. -- 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 (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization.  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 The sales order, sometimes abbreviated as SO, is an order received by a business from a customer. A sales order may be for products and/or services. Given the wide variety of businesses, this means that the orders can be fulfilled in several ways.  in real time and the automatic insertion of items purchased to the related customer records.

According to according to
prep.
1. As stated or indicated by; on the authority of: according to historians.

2. In keeping with: according to instructions.

3.
 Mark Mindell, ADAPT CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. : "Macola Progression users can now leverage the widest scope of CRM features for manufacturers and distributors in the midrange midrange Epidemiology The halfway point or midpoint in a set of observations; for most data, MR is calculated as the sum of the smallest observation and the largest observation, divided by 2; for age data, one is added to the numerator; a midrange is usually  market. With ADAPTcrm, Macola Progression users can create sales orders, inspect customer accounts receivable accounts receivable n. the amounts of money due or owed to a business or professional by customers or clients. Generally, accounts receivable refers to the total amount due and is considered in calculating the value of a business or the business' problems in paying , 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 (Enterprise Resource Planning) An integrated information system that serves all departments within an enterprise. Evolving out of the manufacturing industry, ERP implies the use of packaged software rather than proprietary software written by or for one customer.  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 (1) See synchronous and synchronous transmission.

(2) Ensuring that two sets of data are always the same. See data synchronization.

(3) Keeping time-of-day clocks in two devices set to the same time. See NTP.
 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 (tool) Microsoft Excel - A spreadsheet program from Microsoft, part of their Microsoft Office suite of productivity tools for Microsoft Windows and Macintosh. Excel is probably the most widely used spreadsheet in the world.

Latest version: Excel 97, as of 1997-01-14.
, the sending of e-mails and much more.

Users of ADAPTcrm also enjoy an unprecedented level of automation. Commonly needed reports are delivered to desktops automatically via e-mail. 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 See page description language.

1. PDL - Page Description Language.
2. PDL - Program Design Language.
3. PDL - Push Down List.
4. PDL - Dave Lebling, one of the co-authors of Zork.
), 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 telemarketing, the practice of selling goods or services to customers by means of the telephone or of surveying consumer preferences in telephone conversations.  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 A row or column of on-screen buttons used to activate functions in the application. Many toolbars are customizable, letting you add and delete buttons as required. Toolbars may be fixed in position or may float, which means they can be dragged to a more convenient location in the  pull-downs, keyboard commands Using the keyboard to navigate menus and buttons and select options. See Win 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," said 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 A query expressed by typing English, French or any other spoken language in a normal manner. For example, "how many sales reps sold more than a million dollars in any eastern state in January?" In order to allow for spoken queries, both a voice recognition system and natural language  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.

For information, call David Teper at ADAPT Software Applications, 949-252-1684 or e-mail: dteper@adaptcrm.com

All company names and products mentioned in this release are trademarks or registered trademarks of their respective holders.
COPYRIGHT 2004 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Date:Oct 28, 2004
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