PRODUCT
Modules
- CRM
This
module assists with the management of Customers.
Key features are:
-
Create and Edit Customers incorporating all
master file information covering Credit details,
Child/Parent for centralised account payment,
End User Groups for Industry/Market analysis,
Sales reporting criteria for Pricing/Discounts,
Sales Areas and Sales representatives, Rankings
and much more
- Store
and use sales activity for customers including:
-
Meetings
-
Buying levels and patterns
-
Lost and potential new business
-
Delivery and service performance
- Much
more
- Create
and track Promotions and associated sales and
cost performance
- Incorporates
task scheduler, appointments and stores all
communications
Instantly
answer all customer queries utilising the CRM
dashboard. Control all aspects of Customers i.e.
processing enquires, KPI's and much more.
Drill down from any line item to get details on
pending orders, credit status and amounts due
etc.
Track
and follow up on customer buying patterns, new
prospects, dairy notes and reminders, and any
warranty claims that are made.
View
all notes and correspondence to and from the customer.
The
following INSIGHT Modules are also available:
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