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SAVIC Business Management Software

SAVIC® CRSF


Customer Relations Sales Force 

Sales and Marketing With Built-in Document Management

SAVIC® Software Applications Vital in Companies



SAVIC® BUSINESS MANAGEMENT SOFTWARE
Copyright© 2019 The Forbes Corporation - 11331 Corola Trail - Houston Texas, 77066 Phone 281-506-2720
SAVIC® is a registered trademark of Bruce Forbes and The Forbes Corporation 

SAVIC® In Agriculture and Horticulture

SAVIC® is Designed to Run Your Business

SAVIC® software was originally designed for the agricultural industry where people don’t have the time or the computer skills so it had to be easy to use.

SAVIC® software was originally designed for the agricultural industry where people don’t have computer skills. This meant that everything needed to be as easy to use as possible without the need for training. The simple to use interface and fast performance have always been a major focus in our design efforts.


When people run a business that want simple fast software that’s feature rich and that’s just what The Forbes Corporation provides no matter what your industry is! 


SAVIC® CRM software was designed with simple to read buttons for users with a keyboard, mouse or touch screen.  All the screens in the SAVIC® CRM software work with small screen footprints such as a 10” tablet or larger multi-screen desktop monitors. Setting up new users is handled quickly and easily as well as securing the lists that each user can view.  

The product is designed to handle hundreds of lists or you can choose to have one or two very large global list that contain multiple countries with millions of contacts.

SAVIC® CRM Simple to Use Interface

SIMPLE TO USE INTERFACE

SAVIC® software has always been a cutting edge product with a simple to use interface.

We have been providing people in business with the smartest and simplest user interface while giving users the super fast performance platform they wanted.  

BUSINESS USER FRIENDLY 

People that run a company know how to build products and run their business and they don't want to spend a lot of time trying to figure out how to use software.

SAVIC® gives people in business a simple design but yet provides the most powerful performance engine available for the platform.

No complex install procedures to get it running because SAVIC® software is and has always been designed to run as an object application.

SIMPLE FAST INSTALLATION

You wont require a SQL development specialist or enterprise engineer to install our software. We have one of the only object applications available in today’s market.

SAVIC® is not reliant on DOT NET, HTTP, SQL Server, JAVA or other 3rd party technology to make it work and that reduces OS 3rd party conflicts that happen when using other software products.

Key SAVIC® CRM and CRSF Features

Sales Module

Sales Model
Company Selection

SAVIC® allows you to create as many as 1000 companies with multiple sales outlets in each company. Once a list has been created you access it from here.

Import Contacts

Import Modual
US / foreign contact import

Import all your existing sales contacts or CRM leads from any CSV list using the Import Contacts feature.  

Export 

Export Module
Export contacts to a CSV

Export SAVIC® contacts can be done using the easy to use export module .

Import Inventory *

Import Inventory Module Import Inventory from CSV 

When creating a new company you can import all your inventory items including the Finished Goods Accounting Codes.

Trade a List

Trade a List Module

This is a special module that can export and import an entire sales list documents and all.   If you are a list reseller you can create lists to sell to SAVIC® users.

List To List

List To List Module

This module allows you to transfer contacts and documents from one list to another.  You can run a filter to transfer or copy just the records you want from one list to another.

Maintenance

Maintenance Module

SAVIC® has its own builti-n Maintenance module to fix and repair data files or other data stored in SAVIC®

List Clean-up

List Cleanup
Remove Duplicates

List Clean-up provides the SAVIC Administrator with a way to remove duplicate contacts from lists after you import new contacts.  You can also remove records with blank fields of data.

System

System Module
Create a new company

The system module is where you create a new sales contact list or sales company for your organization. You can create or remove CRM lists or companies using this module.

Security

Security Module
Assign users access

The security module is used to assign security access to users in your sales force.  You can create security access groups and assign multiple users to the groups you create.

Registration

Registration Module
Register for license

The registration module is where you will register the software by filling out the requires user license information. Once you register the software can be issued a license based on your needs.

Page Up/Down

Page through records forward or backward

Just about all SAVIC® screens use a feature Page Up/Page Down which lets you move forward or backward record one record at a time in the program.

Add Contact

Add, Edit or Delete sales contacts or potenials

You can easily Add, Edit or Delete any sales contact in any of your lists or companies using a set of simply to use features.

Search

Search for people or companies multiple ways

SAVIC® provides user with a very diverse and simple to use record searching capability.  You can locate customer many different ways.

Create Filter Codes

Make Codes Feature
Creating Custom Codes

The feature Make Codes allows the sales manager to define up to 15 custom sales filter codes which can then be assigned to CRM contacts in a list by the sales team.  

Assign Codes

Assign Filter Codes to sales list contacts

SAVIC® has a quick and fast way for telemarketers to assign filter codes to users in you sales list.  Assigning codes allows users to filter sales contacts by these codes.

Filtering

List Filtering 

This is one of the best and fastest customer filtering system on the market.  Create hundreds of different filters and name them for reuse by users. 

Ship Locations

Create multiple ship to locations and Sales Tax

The Ship To module allows you to create multiple shipping locations for the contacts in your sales list.  You can also setup ship to State Sales Tax Rates per location.

My Location TAX

My Location TAX used to define you sales outlets

Setup your company outlet addresses and your outlet sales tax rates for each location based on State and city sales tax collection. Run sales tax reports for your outlets.

Appointments

Appointment Module
Set sales appointments

Your sales team can set appointments for customer to your location or other locations.  You can also assign people as appointment setters.  Generate detailed appointment reports.

Event Planner

Corporate Event Planner

Use the Corporate Event Planner to create and track events that pertains to your sales team and other important corporate events or trade shows.

Send Email

Simple Send Email

Send email calls Microsoft Outlook and automatically populates the current customer you are on with that email address.

Notes

Customer Notes

Quickly add or view notes for the selected customer.  You can Time Stamp each conversation with the users name as well as date and time of each conversation.

Map Location

Map Customer Locations

Map locations can be used to view the customer location using a map.  Your sales and shipping team will find this feature useful they are required to ship items or visit the customer.

Website Lookup

Customer Website Lookup

Just clicking the website button will pull up the customer website using your default browser.

Send Text

Text to Phone

If you have a customers cell phone SAVIC® gives you a way to send a text message to the customers cell phone.  SAVIC® provide a cellphone carrier lookup feature which will be used to send text to the customers cell phone.

Browse Customers

Browse Customers

SAVIC® can browse millions of potential customers or customers in grid view.  You can select any customer or change the order of the grid data with a simple click.

Document Management

DocuLink and SAVIC Word

SAVIC® comes with its own Word Processor and it also has a way to email marketing information to customers.  Store any customer related documents using DocuLink-TM.

Quotes

Customer Quote Module

Generate customer Quotes for both products and services from one module.  Once a quote has been generated it can be converted into a sales order to be handled by the sales team and shipping department.

Callback

Callback Tracking Module

Get a way to track customers requiring a callback. You entire sales team can work as a group to assist in handling and tracking who needs to be called back with the dates and times.

Invoice History

Create and view invoice history 

Create invoices for customers quickly and easily using the invoice history module. Filter Sales Invoices, Backorders, Dropship Orders, Paid, and Unpaid and use many other methods of filtering.

Returns

Return Items Module

Use a quick and easy module to handle customers that return items they purchased on account or as a non-account order. Track and filter return invoice RMA orders easily.

Shipping Module

Shipping Module and shipment order tacking

SAVIC® provides an excellent shipping and order tracking module to handle and process order shipments of all order types. Carrier Shipments, Pickup Orders, Dropship Orders and POS.

Inventory

Full inventory tracking with reporting.

Get a quick glance at all your inventory fast when placing orders for your customers. See how many items are in stock and all items details with a single glance. Inventory Shortage reports.

Sales Ledger

Sales Ledger, Payment Ledger, Returns Ledger, Open Credit

The ledger module allows you to view detail sales ledger information in a number of ways along with recording payments. View Return Items ledger as well as customer Open Credit.

Service Sheet Module

Complete Service Sheet Module

Create service sheet projects for different customers to track service work performed for customer.  Shop Project Tracking, Field Service Project Tracking, Custom Design Project Tracking

Create Service Sheet Projects

Multiple Employee Service Projects

All Service Project Sheets can be turned into a billable customer invoice with the click of one button

Service Project Builder

Adjust Employee Clock In Clock Out

You can quickly manage full project Clock In or Clock Out times for Employee's working on customer billable service projects.

Print Service Sheets

Generate PDF Reports From Projects

Mobirise gives you the freedom to develop as many websites as you like given the fact that it is a desktop app.

SAVIC® Inventory and Shipping Modules

SAVIC® Tracks Orders
Prints 2D Barcode Labels
Handles Backorder and Dropship Processing

SAVIC® software is loaded with easy to use features from Finished Goods Inventory, Sales Quotes, to Invoicing to Shipping.

CONTACT FORM

Lets put SAVIC®-CRSF to work at your company today!