Press Releases

16 April 2001, Hampton, NH (USA) — Lilly Software Associates announces the release of version 2.0 of its customer relationship management solution, VISUAL CRM^™.

Lilly Software has enhanced VISUAL CRM’s flexible, scalable design to make the application easier to navigate with more automated features for performing tasks and updating information. It integrates closely with VISUAL Manufacturing, allowing users to quickly access key menu items from receivables, inventory, purchasing, scheduling, engineering, manufacturing, and payables. It also offers expanded user-defined fields so employees can customize their views and classify contacts and accounts to their preferences. In addition to these features, VISUAL CRM now includes multiple wizards to assist users with procedures such as adding new contacts to the database and attaching documents to e-mail messages.

“Version 2 of VISUAL CRM does not act as an interface to VISUAL Manufacturingâ but provides true, real-time integration. Our customers can now unite front-office and back-office data, which is essential to their successful sales and customer service strategies,” says Jeff Holway, sales director, VISUAL CRM, Lilly Software Associates.

VISUAL CRM consists of a foundation module, Contact Center, and four optional add-on modules: Sales, Help Desk, Service, and Marketing. A synchronization tool, Remote Synch, is also available for purchase, which allows remote users to download current information and transfer data between the Sales module, Contact Center, and e-mail.

“VISUAL CRM leverages a powerful, proven data synchronization engine that offers remote sales and services users the most current account information from anywhere in the world,” explains Holway.

Additional enhancement highlights include:

• A new import utility for CRM users to migrate account data from other contact management systems.


• The ability to manage competitor information and track opportunities assigned to sales representatives from the Sales module.


• Integration with VISUAL Manufacturing, which allows users to enter orders and verify order status using the Order Entry Window, Internet Order Entry Window, and the Order Inquiry Window.


• Batch process invoicing so users can create receivables for service items.


• New document management features within the Marketing module that help companies maintain catalogs of marketing literature and send broadcast e-mail to prospects and customers.


• A mail merge feature that allows companies to send information to multiple contacts instantly and offers direct integration to Microsoft Office from Contact Center.


• The ability to define multiple views of call issues and resolutions and filter these by priority level, customer service representative, or product using Help Desk.

Lilly Software offers a complete line of end-to-end supply chain solutions for manufacturers and distributors. With version 2.0 of VISUAL CRM, Lilly has made it even easier for companies to access critical information and communicate effectively with customers. More information about VISUAL CRM is available at http://www.lillysoftware.com/crm.

About Lilly Software Associates

Lilly Software Associates, Inc. provides a complete line of enterprise and supply chain solutions for manufacturers and distributors. The VISUAL Enterprise™ suite of products helps companies capture and analyze real-time data about all their business processes using ERP, Project Management, Business Performance Management, Quality Management, Customer Relationship Management, and Warehouse Management System capabilities. From award-winning software to strategies in Lean Manufacturing and TOC, Lilly Software offers companies the tools they need for higher productivity and profitability.

Most VISUAL^® applications run on Windows^® 98, Windows NT, Windows 2000, Windows XP, UNIX^®, LINUX, Novell^®, using SQLBase^®, Microsoft SQL Server^®, or ORACLE^® relational databases.

Lilly Software has received many industry awards for its products, service, and financial growth since its inception. Most recently, the company has been voted one of the Top 10 Best of Breed solutions for manufacturing by readers of Consumer Goods Technology, listed in Software Magazine's Top 500, selected as a Top 100 Logistics Information Technology Provider in Inbound Logistics, listed in the Top 100 Application Vendors in Supply Chain e-Business, included in MSI's Top 100 for its eighth year, and ranked as one of Start magazine's Hottest Companies.