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Not only will you be more efficient with the Customer Relationship Management module, you can also provide some transparency to your customers. Using the self-help web portal, customers can check account status, payment history and reprint and order or invoice.
This module also allows sales representatives to review account status, sales and payment histories as well as perform order, invoice and quote inquiries.
Managers can create alerts based on events based on settings that matter to your business. iQuest has integration with Microsoft Outlook which allows you to keep your team up to date with issues that may arise or just corresponding with the customer.
From a Management prospective, you will be able to manage your staff by assigning tasks, setting due dates, creating reminders and communicate with the team. Using the Opportunity Manager in the CRM module, you will have the ability to track quotes for follow up ensuring no customer falls between the cracks.
"Customer Relationship Management" is part of the iQuest line of products, developed by Abacus Data Systems.