|
|
|
At the core of a successful customer relationship management strategy is the company-wide, quick access to relevant, up-to-date information about your customers, partners and competitors.
All past and current information pertaining to these categories including contact information, activity history (calls, orders,
emails, event participation etc.), sales opportunities, notes, customer service and support cases, contact persons and their roles in the company, etc. are
managed in this section.
|
You can define parent-child relationships between accounts for companies with subsidiaries as well as filter and sort your accounts based on various criteria
(industry, location, type etc.) by creating customized list views.
|
Benefits:
-
have a comprehensive view of all account information
-
categorize your accounts based on various criteria
-
sort and filter your accounts to better coordinate your sales and marketing efforts
-
easily assign leads to the most appropriate team member
-
receive automatic notification emails when you are assigned a lead
|
|