Upload, download, and/or integrate data from your existing
CRM solution to share information
•
Use the CRM system to record Customer information, your
contacts, and all activities, communications, and action items
related to them
•
Enormously flexible, the CRM system lets you create your
own custom fields of information important to managing your
customer relationships
•
Create your own types of activities you want to track and
analyze: phone calls, sales calls, proposals, emails, orders,
contacts, etc.
•
Use the CRM system to assign action items to your staff
– for example, if you need a proposal sent, assign it
someone, give it a due date, follow up on it, and keep a copy
of it all on-line
•
With Search and Report capabilities, you can easily find,
report, and analyze the information about your Customers
