A single system for sales reporting and account and business development task management. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks.
Have all your performance measures about customers, sales, stock, location all in one place. Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth.
For account, sales and BD managers, for team directors and of course, for business owners who want a forthright position of the status of your precious accounts… Search sales history, comprehensive account and contact detail, make it clear what the team should do next with agendas and tasks that have customer loyalty at the center of activity.
No more siloed databases – no more spreadsheets – no more: “It’s all in my email/calendar.” When it comes to CRM, limited visibility and letting managers run their own shop really has its downsides. This is CRM that makes it easy to input the information and it is designed for everyone to have a meaningful view of what’s really going on.