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Retains existing customers and acquires new accounts by tracking everything there is to know about prospects and customers. Schedules activities, assists in sending letters and emails, and keeps detailed notes about conversations with contacts. Provides histories, tasks, and other sales data for every contact, at every account. Accesses important back-office data such as accounts receivable, current part inventory, return material authorization (RMA) status, estimates, sales orders, credit status, and shipments for each customer.