This helps maintain prospects and customers profile with their preferences such as pricing, payment and shipping options to serve them better. Also helps with ability to create and view inventory data helps in sales order processing. Smart lookups on customers, prospects and inventory enables quick retrieval of data.
Meet business goals by collaborating externally with customers and internally with your staff. Ensuring a seamless flow of information across the entire customer lifecycle allows you to work with them productively in every stage of sales. Create and assign transaction linked tasks to staff and track progress through effective communication, provision to share files, schedule meetings and send reminders- all as part of task.
A secure,self service portal for your customers with provision to view quotations,orders and invoices, status of shipment, make payments and returns, raise support requests and get immediate response from your team.
Provide your sales managers with a complete view of opportunities in the pipeline. Streamline lead to cash process, improve quote and order accuracy by doing margin analysis, including automated tax and shipping-rate calculations, pricing and discounting rules. Accelerate the order management process with online approval and workflow management.
Comprehensive support for mobile devices—iPhone, BlackBerry or Android ensures that the service professionals get access to real-time data anytime, anywhere. Service teams can quickly monitor key metrics on call resolution times, customer satisfaction and renewals and call volumes.
Provide your sales managers with complete view of opportunities in the pipeline.Streamline lead to cash process and improve quote and order accuracy by doing margin analysis and including automated tax and shipping-rate calculations, pricing and discounting rules. Accelerate the order management process with online approval and workflow management.
Track your business performance through our scorecards and dashboards which give access to measures such as performance of sales representatives,sales figures for customers, sales pipeline by stage. These insights help you make better business decisions and take corrective measures.
Our robust support mechanism and well-disposed Support Team ensures that your business operations run uninterrupted and round-the-clock. Reduce complexity with better incident handling, role-based learning and accessing resources for fast adoption of cloud solutions.