• Account management screen maintains all information on one screen with quick and easy access to all account information.
  • Maintains detailed call history and notes by date
  • Ability to maintain multiple contacts including details such as phone number and extension, email, job title and department, and notes.
  • Easily import data from external sources to add prospects to the CRM data base.
  • Motivate sales reps and ensure quotas are met by comparing actual sales activity to quotas
  • Generate campaigns and monitor results to track the effectiveness of different marketing strategies
  • Maintain recall dates by account
  • Maintain account status and closing probabilities including projected revenue for forecasting.
  • View open sales order and open quotations from account management screen
  • And more ………….