Managing Accounts Better
Reduce the amount of time your salespeople are on the phone with customers by having all their account information just a click away. Overall this will improve your customer service and allow your salespeople more time getting new sales.
Improved Customer Pricing
Quickly identify customer pricing, credit, or add/import contract pricing.
Save Time Creating Accounts
Never have to retype information, so when new customers call information can be added and stored in the database (cash-only or with credit).
Better Internal Communications
Never forget customer requests by creating internal messages for each internal department.
Find Shipping Info Faster
Manage all customers' most common shipping locations for quicker order entry and never have to retype all shipping information again.
Assign Representatives
Assign a representative to each account; inside, outside, or counter sales.