Enterprise Class Business Management Platform

CRM

CRM stands for Customer Relationship Management. It refers to both a process and tools used to manage all aspects of a business's interaction with its customers and potential customers.

Party is a generic term used for anyone ( both, Organization as well as Individuals ) that your busienss works or interactsor with, within the scope of the DWA Commerce system.

Organizations are referred to as Party Group where as an individual or a person is referred to as a Party in DWA Commerce.

DWAC provides a comprehensive customer relationship management solution that provides an out-of-the-box approach to creating, updating, and removing customer information. It also helps increase customer-brand relationships with its event-triggered mailing and SMS services to make your customers feel how much you care about them.DWAC provides a comprehensive customer relationship management solution that provides an out-of-the-box approach to creating, updating, and removing customer information. It also helps increase customer-brand relationships with its event-triggered mailing and SMS services to make your customers feel how much you care about them.

Process: Create Party / Party Group

  • From the Party dashboard / Find Party screen, click the respective buttons to create a new Party or a Party Group.
  • Enter the basic information and click [Save].
  • Next on the Party Profile screen, use the respective buttons to:
    • Create Contact information like addresses, phone numbers and email
    • Identification Numbers
    • Create Party login name(s) and password
    • Grant assess to the system via Security Groups
    • Add Attributes to store any information about customer
    • Note if any
  • Assign user roles to Party (such as employee, or manager, or customer)

View audit trail (log) of user access and functions performed on the system