Customer Management provides a single source of all information related to a customer’s account. Sales and operational personnel can easily see all information they have permission to view in a single screen – assigned reps, recent contacts with sales and customer service, and recent order, shipments, and invoices.
With a click of the mouse, reps can perform price inquiries, generate quotes, proposals, and price lists, and attach notes and emails from recent meetings and conversations.
And customizable workflows, custom fields, parent/child account management, and groupings/sets, it’s easy to manage your accounts your way.
We’ve designed our Lead & Opportunity Management to be a CRM solution your sales people will actually want to use. Rather than trying to be “everything to everyone”, we’ve developed our lead tracking functionality to be simple and easy to work with, so your team can make the best use of their time.
Easily enter notes from meetings and calls, schedule follow-ups, and attach documents and emails. Reps working on cold-call campaigns or follow-ups can easily schedule follow-up calls with a single click.
Leads can be viewed in a flexible, customizable pipeline, calendar, or filterable report. Each user can set up reminders and views to match their sales process and ensure that follow-ups don’t slip through the cracks.