Own products and services

Using the Product / Service database module, the CRM lets you manage all product lines, products and services as well as product and service classes that are available for sales in the company.

You can create and manage the product catalog using the product/services database.

Products and services as well as positions can be accessed directly to display structures and available documenta­tions. If users configure products or services for quotes, they will usually resort to sectors (product lines and performance lines) they find in the database. Additional information about products, services or positions is available directly as a documentation.

You can replace product and service classes with specific positions and specific characteristics.

A product line (sector) combines several products and services. This could be an own product or service (e.g., a bicycle of the type "Tourer 2000"), or several products and services (e.g., general: Bicycles for women and men). The product line lets you access documents, and via the structure you can access class elements and data sheets of products and services.

You can manage specific properties for every article here (object parameter bars). Product and service classes are in fact so-called placeholders that are replaced according to customer requests in the con­figuration of case-specific products/services with a specific position (class element). A product and ser­vice class could be, for example, a carrier that is then replaced with a specific position such as a weatherproof blue plastic box. You can access classes and elements directly and thus also products or services. Product and service classes are available after a CSV import from an external system into the CRM.

To case-specific articles, text modules with information can be attached (also in several languages). They can be used for the creation of technical specifications or the documentation of the case. Technical specifications are then available for the creation of quotes.

JustRelate CRM can generate quotes in multiple languages on the basis of attached text module templates. These tem­plates can be provided in any language and are subject to version and status management. They can contain fixed or variable text and also images. Variable texts and images connected to the cho­sen product variation are retrieved from the database and inserted case-specifically in the text module. So-called "16-bit languages" like Chinese are also supported.

The text module templates are stored in the template management, where they can also be edited and adapted. Neutral text modules, that are edited directly in the product using the integrated RTF editor, can also be used in case-specific articles.