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Premier Bank Courier in the USA The Ease of Banking.

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Presentation on theme: "Premier Bank Courier in the USA The Ease of Banking."— Presentation transcript:

1 Premier Bank Courier in the USA The Ease of Banking

2 CRIS allows you to organize and track your Courier Customers in three easy steps: 1.) Enter in Customer information 2.) Enter in Route information 3.) Run Daily Route Sheet That’s all there is to it! Watch and see what we mean when we say that CRIS provides “The Ease of Banking”…

3 CRIS allows you to organize and track your Courier Customers in three easy steps: 1.) Enter in Customer information 2.) Enter in Route information 3.) Run Daily Route Sheet That’s all there is to it! Watch and see what we mean when we say that CRIS provides “The Ease of Banking”…

4 CRIS allows you to organize and track your Courier Customers in three easy steps: 1.) Enter in Customer information 2.) Enter in Route information 3.) Run Daily Route Sheet That’s all there is to it! Watch and see what we mean when we say that CRIS provides “The Ease of Banking”…

5 CRIS allows you to organize and track your Courier Customers in three easy steps: 1.) Enter in Customer information 2.) Enter in Route information 3.) Run Daily Route Sheet That’s all there is to it! Watch and see what we mean when we say that CRIS provides “The Ease of Banking”…

6 PREV NEXT Customer and Route information is found on the same window. Address information as well as other auxiliary data can be stored for the Customer. Step 1: Enter in Customer Information

7 PREV NEXT You can indicate if this is a bank Customer or an Internal stop… this will help you identify how your Couriers are being utilized.

8 PREV NEXT With Account information for each Customer, a report can be generated with usage details – and can be input into your Account Analysis program.

9 PREV NEXT Billing Account groups together all Customer activity with the same account number to accommodate billing for multiple location Customers.

10 PREV NEXT Customers can have multiple routes Scheduled pickups as well as On Call pickups are handled by CRIS. 5 different types of scheduled pickups are available to meet your Customer’s needs Step 2: Enter in Route Information

11 PREV NEXT Last Day of Month - Occurs on the last business day of the month Interval Pickups - Occur in frequency such as every other week Weekly Pickups - Occur on a weekly repetitive basis for one or more days in the week Calendar Pickups - Occur on a specified day of the month, such as 2 nd Monday of the month Absolute Pickups - Occur on the closest business day to the specified date

12 PREV NEXT On Call Pickups are entered using pickup date, time, and route. Tracking Cancellations as well as Additions ensures accurate Customer billing.

13 PREV NEXT Step 3: Run Daily Route Sheet Creating Daily Route sheets is as simple as entering a date and pushing a button...

14 PREV NEXT Route Sheets list all Customers on the Route with lines for logging the Customer’s pickup.

15 PREV NEXT Adjustments will be added on to the Route Sheet and integrated into the Route

16 PREV NEXT Each Route Sheet can contain specialized drop off notes or comments

17 PREV NEXT In addition to the Daily Route Sheets CRIS contains over 20 reports to help you organize, track, and analyze your Courier program. Some of the special reports are…

18 PREV NEXT The Load Report shows which days and times are the heaviest – peak times when you need to have the most drivers available – and low times when you can add more customers to “bulk up” the route.

19 PREV NEXT Zip code report identifies the customers in a particular area so you can schedule a new customer around the same time for maximum efficiency.

20 PREV NEXT Export your data for use in other programs such as Word, Excel, and MapPoint

21 PREV NEXT One of the most powerful features of CRIS is the Activity Report. This report can be run for any date range, but typically is generated for a month period. It summarizes the number of stops for each Customer. It can also total the data by Branch and Cost Center.

22 PREV NEXT The Activity Report will detail and total all pickups occurring during the month, split into Customer and Internal totals. Assists in calculating the cost of your Courier operation

23 Let us show you how CRIS can help you today! www.centaur-associates.com 866-560-6245 (toll free) The Ease of Banking


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