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Page 1: Aspen, Charter Software’s flagship product is a Unified ... · 11/15/2016  · »-Integrated CRM Fully »ools Mobile T »tomer Portal Cus » Supplier Integration. At the Forefront

Aspen, Charter Software’s flagship product is a Unified Business Solution:

» DealershipManagementSoftware» Fully-Integrated CRM» Mobile Tools» Customer Portal» SupplierIntegration

At the Forefront of TechnologyOurcommitmenttoinnovativeuseoftechnologyenablesusto designapowerful,manageableITinfrastructureandarchitecture inASPEN.Asaresult,weareabletoquicklyadapttoindustry trendsandextendASPENbeyondthebasicfunctionalityofabusinesssystem.

» Forward-thinking product roadmap» 3releasesperyearwithhundredsofcustomer-drivenfeatures

Mobile AccessASPEN’sInteractiveMobility(A.I.M.)providesaccesstoASPENinformation from a smartphone or tablet. Mobile users can look up customers andinventory, take pictures, create invoices and pick lists, log onto workorders, create and log communications and much more. With A.I.M.you don’t need to beonsitetostayontopofyourbusiness!

Multi-Tasking Made EasyProvide faster, bettercustomerservicebycontrollingthemanyinterruptionsencountered in aday’swork.ASPEN’s intuitivenavigationallowsusers toquicklyswitch betweenmultiple functions, invoices, work orders, and/orreports, as well as otherprogramfunctionswithouttheneedtoclose,saveorrefresh.

Internal Workflow & Task ManagementASPEN’sworkflowtasksandcommunicationsreplacee-mails,notepadsandstickynotessonothingfallsthroughthecracks.FromanyASPENrecord,report,invoice,etc.,oneclickcreatesaninstantmessageortaskthatprovidesyourrecipientdirectaccesstothatspecificinformation.ASPEN’sbuilt-inworkflowcreatesmoreconsistentprocesses forrepetitivetransactions,savingtimeandduplicationofeffort.

“ASPEN is constantly evolving to fill dealers’

needs.”

Mark Friedrichs, Hawke & Co.

Page 2: Aspen, Charter Software’s flagship product is a Unified ... · 11/15/2016  · »-Integrated CRM Fully »ools Mobile T »tomer Portal Cus » Supplier Integration. At the Forefront

Powerful Search CapabilityASPEN’sSelection&VisionScreensprovideamultitudeofoptionstoquicklyandeasilyfindinformation–withmuchmoreflexibilitythanavailablefromareport.These tools empowermanagement to gain deeperbusiness insight such as salesvolumeandmarginsbydepartment,customerpurchasingtrends,andopportunitiesforadditionalbusiness.

Best-In-Class Customer SupportOur thoroughtrainingandconsistent, reliablesupportgoesbeyondthebasicuseofoursoftware–wehelpyouapplyASPENtothewayyoudobusiness.AtCharterSoftware,weknowworkdoesn’tonlyhappenduringbusinesshours,soinadditiontoour livecustomersupport team,wealsohaveanASPENproductwikiavailable24/7.WetakeCustomerSupportseriously,andareproudtosayinanindependentsurvey,ourcustomersrankedoursupportVeryGoodtoExcellent.

Permission-Based SecurityASPENusersonly viewandaccess the functionsforwhichtheyhavepermission.Everyrecord inthesystemisstampedwiththedate itwascreated,modifiedandarchivedandbywhichuser,toeasilytrackchanges.

Integrated CRMAnintegratedCRMgivesyouthepowertoleverageallofyourdatafromoneplace,bringingcohesivenesstoyoursales,marketingandcustomerdata,whilesavingthehassleandexpenseofmanagingaseparatesystem.

» Masse-mailmarketing and lists for direct mail» Log all interactions and emails to customers» 360°viewofcustomers» Salesquoting,contractgeneration,pipelineand

statusAccessible DataWedon’tholdyourdatahostagelikeothersoftwarevendors–YOUownyourdata.Ourdatabasedefinitionisopentogiveyouthepowertodevelopyourownextracts/queriesfromtheMicrosoftSQLserverdatabase, and with ASPEN Integrator you can integrate with your other software or online systems.

Drill-down ReportingVirtually allASPENscreensand reportsallowusers to click theirwayback totheoriginal sourcedocument such as an invoice, parts transaction, accountspayablevoucher,etc.

“Charter helps us to

discover ways to do things

we didn’t even know we were capable

of doing.”

Hilary Reichling, R-Equipment


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