Party / CRM in the Service ERP.
Keep your customer information in one place, from contacts and locations to customer groups and service entitlements. Every service job, contract, meter reading and invoice connects back to the right customer.
Why this domain exists
Your customer information is used by almost every department in your business. Sales needs contact details, service needs equipment locations and contract information, and accounts needs to know who to invoice.
When that information is stored in different systems, it’s easy for details to become inconsistent or outdated.
Nucleus keeps customer information connected across your business. Whether a customer has one location or multiple branches, your teams can access the same customer record, contacts and relationships.
It also helps you manage situations where the person requesting a service isn’t necessarily the person responsible for the contract or payment.
Important functionality
Everything starts with an accurate customer record. MC1 brings together the information your teams need to manage customer relationships and support day-to-day operations.
- Customers and partiesMaintain a central record for each customer or business you work with, keeping their information connected across Nucleus.
- SitesRecord the different locations where your customers operate and where their equipment is installed or serviced.
- ContactsKeep track of the people associated with each customer, including who can request service, approve work or receive invoices.
- HierarchiesManage customers with multiple branches, locations or business entities while keeping them connected under the same customer relationship.
- Service entitlement ownersIdentify who is authorised to request service and which agreements or equipment they’re covered under.
A week in the life of the customer record
The customer record is created in Nucleus, with their contact details and locations ready for future sales and service activity.
Your helpdesk can identify the customer, their location and who is authorised to request service.
The new location is added to the existing customer relationship, keeping the information organised and connected.
Your accounts team has access to the correct customer and billing information, helping ensure invoices go to the right place.
What has to be true on the same record
Your customer, their locations, equipment, service agreements and invoices all need to be connected.
With Nucleus, each department works from the same customer information, reducing duplication and helping your teams avoid unnecessary confusion.
Works with
Keep sales opportunities, quotes and customer information connected as new business becomes an active customer relationship.
Connect customer records to their service agreements, equipment coverage and contract details. Open MC4
Give your helpdesk access to customer details, locations and service entitlements when handling requests.
Allow customers to access relevant information through portals connected to their existing customer records.
From the business
"Continually evolving software to meet end-user everyday challenges with a "Top draw" support team!"
Jaun La Cante, Service Manager — Copy Type Electronics
Frequently asked questions
What customer information does Nucleus store?
Nucleus keeps a central record for each customer, with their sites, contacts, customer groups and service entitlements. Every service job, contract, meter reading and invoice links back to the right customer record.
Can Nucleus manage customers with several branches?
Yes. Hierarchies let you manage customers with multiple branches, locations or business entities while keeping them connected under the same customer relationship.
How does Nucleus handle who can request service?
Contacts and service entitlement owners record who can request service, approve work or receive invoices, and which agreements or equipment they are covered under. This helps when the person asking for service is not the one responsible for the contract or payment.