More Details

Forum SOP has been designed from the beginning to work with an integrated CRM capability.  

The CRM module enables the user to compile information about a customer to be used before engaging in a selling activity whether proactively or reactively. Some of the information will be generated by the system, particularly with reminders to make initial, regular and follow up calls.

As a SOP system, Forum handles the sale initially as just that and then follows a different process depending on whether it is intended for print, web, exhibition, sundry item or any combination. Forum SOP is a very well established system with multiple installations in the UK and overseas ranging from relatively small to large data centres.

 

Key Product Features

• One single database controlling booking, CRM and production a fully integrated solution
• Order based system for print items and non print items
• CRM capability directed at publishing users
• Screen building stored in the database per application
• Thin client compliant (Citrix, Jetro, Windows Terminal Server)
• Windows Vista compliant
• Multiple Materials, the ability to make bookings of different copy and size all within one booking
• TPS and YAC functionality
• PAF searches internal to system
• Copy Management facilities to improve advert production
• Highly customizable system
• Canvassing and Mail Merge tools.
• Additional documents and files attached to the booking (AdPlus)
• Meta data information additional to the booking
• Package booking
• Contract functionality
• Integration with Microsoft Word for inputting of lineage adverts
• Style gallery
• Web based copy chasing module
• Multi business unit system functionality
• Online credit card authorization and payment
• Multi currency
• Accounts Receivable module available
• Web based reporting system using Crystal engine

New Development

The next major release of the CRM module will include integration with Microsoft Outlook /Lotus Notes, this is being developed in .NET 3.0 and will come with all Windows Vista controls.