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SAM Pro’s CRM software modules enables your firm to focus on your best prospects - your existing client base. From the National Call Center to the Web Client Interface, Data-Basics Customer Relationship Management software focuses on the needs of the customer, and on your firm’s requirements for an efficient, cost effective CRM software solution. Operating in step with Data-Basics’ Field Service software and Enterprise Automation software modules, SAM Pro Enterprise increases business efficiency and provides a rapid return on investment for the entire organization.
National Call Center - SAM Pro’s National Call Center provides a 360 degree view of your customers. Pertinent information - ranging from comprehensive job history to the on-call technician’s pager number - is always readily available.
Web Client Interface - The Web Client Interface allows you to offer your clients the ability to access their accounts via the Internet and request service anytime while increasing your back office efficiency and competitive differentiation.
QuoteMaster - This module will enable your sales personnel to easily generate quotes which include multiple options. When the customer approves the quote, both a work order and purchase order(s) can be automatically generated at the discretion of the user. Quotemaster will also support Escalation Management to ensure efficient workflow and customer satisfaction.
CSRAnywhere - This Internet-enabled module will provide your mobile sales workforce with the ability to efficiently manage leads and quotes in real-time. Leads may be generated by field technicians, back office personnel, and customers (via the Web Client Interface). ‘Ticklers’ (escalation events), documents and authored notes may be attached to leads. Supports ReportAnywhere.
"Customer Relationship Management" is part of the SAM Pro Enterprise line of products, developed by Data-Basics.