Accounts

Your company is constantly in touch with a large number of business partners, private individuals or public authorities - starting with your own staff members and customers, through suppliers and service providers to administrative authorities, agencies or credit institutions. Some of them are individuals, others are companies with changing contact persons, maybe subsidiaries or various branch offices. For efficient communication, you need up-to-date names, company affiliations, telephone numbers and email accounts at all times, to name just the basic data. However, it is much more helpful to be able to store further information on contacts within easy reach so that all essential data can be viewed without delay - evaluations, customer ratings, previous contacts, data usage topics or travel routes.

Basis All this and much more is handled under Accounts on the Home tab of Bp Event. Account management is key for customer relations managament and at the core of the entire application.

Scope of services:

Address and contact details
Enter all data relevant to the address, from the address to the e-mail address, telephone number, website and much more. In the administrative settings, you decide which mandatory fields must be entered to save the address. The address and all contact data are used in many places. For example, you automatically fill in letterheads in correspondence, address the person personally in the cover letter and the e-mail address is automatically pre-filled in e-mail correspondence. The better maintained an address database is, the more benefits you can derive from it.

Categories
Enter at least one address category to label the address as a private, company, employee, supplier address, etc. A total of 20 categories are available to you. The additional categorisation by target group is suitable for individual newsletters or evaluations. The categories allow you to filter and utilise the addresses for individual business purposes, such as evaluations, mailing campaigns, etc.

Stichwörter
Wenn Sie einer Adresse ein Merkmal zuweisen möchten, das nicht in die vorgegeben Kategorien passt, verwenden Sie die flexibleren Stichwörter, die zusätzlich mit Datum versehen werden können. Über die Stichwort-Suche können Sie die Adressen jederzeit aufrufen um Serienbriefe/Newsletter zielgerichtet zu versenden.

Contacts
Bei Geschäftsadressen gibt es typischerweise einen oder auch mehrere Ansprechpartner, mit denen Sie für verschiedene Anliegen in Kontakt stehen. Für einen Lieferanten oder Großkunden können Sie hier die einzelnen Kontaktpersonen für Bestellungen, Lieferungen und Rechnungen eingeben, um Korrespondenz gezielt zu adressieren. Markieren Sie den Hauptansprechpartner und legen den oder die Serienbriefempfänger fest.

Abweichende Rechnungs- und Lieferadresse
There are often different billing and/or delivery addresses for business accounts. Enter the relevant addresses in the fields provided. As soon as you book an event for this account, the billing or delivery address is suggested and can be used.

Bank details
Enter the customer's or supplier's bank details to have all data available for your accounting department at all times.

Data processing according to data protection concept
The framework conditions of your data protection concept can be implemented in Bp Event. Personal data may only be collected for specific purposes and with a legal basis. You document this when creating a new address or a new contact person. In addition, personal data will only be used with consent and only for specified purposes. Every customer has the right to know what data has been stored about him/her. Coordinate with your data protection expert exactly which data the customer must be granted access to. Personal data must be deleted if it is no longer required, the purpose no longer applies or the data subject requests this.

Datasheet
Account data sheets are configured templates. Depending on your requirements, you can display customer analyses, sales statistics, booking histories, call logs and much more.

Booking suggestions
Store booking suggestions for customers who frequently order a certain arrangement or certain items. The item is suggested to you when you create a new event and can be adopted directly. This means that a new employee is also informed about your customers' wishes and nothing is forgotten.
Example: Mr Miller regularly orders Veuve Clicquot for his aperitif.

Netzwerk
There are often relationships between different accounts that need to be documented. They link the individual accounts in the network.
Example: Company XY with headquarters in Hamburg and branches in Munich, Dortmund and Berlin

Clear links and filing
Über das Info Center und dessen Datenquellen sind alle Informationen zu Schriftverkehr, Terminen*, Dokumenten*, Veranstaltungen, Angeboten usw. jederzeit auffindbar. Jeder Benutzer kann sich über bisher Geschehenes informieren.

Routenplaner
The route planner automatically calculates the route from the business address to the currently open address data record. The journey time and the optimum route for deliveries or on-site appointments can thus be planned very quickly.

Schriftverkehr > E-Mails, Serienbriefe, Newsletter, interne Nachrichten
If you create correspondence such as e-mails or serial letters from the account, relevant address data (email address, name of contact person) is already pre-assigned. With an internal message from the account, the recipient not only receives the important information, but can also open the linked data record of the account directly without having to search for a long time.

Expandable by:

CRM plus^M
Mit der Erweiterung der Adressen um das Modul CRM plus, erhalten Sie weitere Werkzeuge für ein vertieftes Beziehungsmarketing. Mittels CRM sind alle Daten an zentraler Stelle abgelegt, jeder berechtigte Benutzer hat vollen Einblick, keine Informationen gehen verloren. Halten Sie alle Informationen aus Gesprächen in Kontaktnotizen fest, geben individuelle Kundenkonditionen (Zu- und Abschläge) ein und legen sich eine Wiedervorlage an.

Module in direkter Verbindung zur Adresse:

The following modules can supplement the range of address services. If data is linked to the address or created from the address, a unique link is created and the information can be retrieved at any time.

Ihre Modulausstattung können Sie mit administrativer Berechtigung einsehen. Gehen Sie in der Funktionsleiste zu Administration > Einstellungen > Lizenzen, oder wenden Sie sich an Ihren Bankettprofi Betreuer.

Termine^M
Termine, die aus einem Adressdatensatz angelegt werden, sind eindeutig verknüpft. Die Terminteilnehmer können hinzugefügt, die An- und Abfahrt zeitlich geplant, und eine Terminbestätigung an alle Beteiligten versendet werden.