Customer Management
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A 360 degree view of every Customer to the finest detail
Nothing impresses Customers more than companies and salespeople who are well organised, know their Customers, know their products and can instantly recall detailed and up to date information about interactions. Salesorder.com customer relationship management (CRM) provides you with accessible, easy to use tools for serving and selling to Customers.
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| Serve and sell quickly from anywhere |
| Salesorder.com Customer relationship management (CRM) gives you instant access to any Customer history, details of Products, Services and more. You can answer your Customer's questions fast and with confidence from any internet connection. |
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| Record and track details, profiles and preferences |
| With a single click, attach Memos with reminders to any part of your Customer records. You can keep detailed records of all conversations, transactions and activities with your Customers and contacts, to give you a better understanding of their needs, buying behaviours and how to serve and sell to them. |
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| Improve sales focus and Customer satisfaction |
| Sort Customers into multiple categories (eg. most profitable, by region, by profile etc) for better analysis, service and Customer satisfaction. |
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| Manage leads, forecasting and sales team activity |
| Capture leads and opportunities and understand what generated them. Easily prioritise, assign opportunities and leads, manage and track their progress, understand your sales pipeline and forecast sales income. More about sales forecasting. |
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| Access and share information easily |
| Keep everyone 'on the same page'. Connect multiple users wherever and whenever you need, so everyone involved in a Customer relationship can easily share information and work together. |
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| Easy and incisive reporting |
| You can’t get the best out of your Customers or improve your sales and service if you can’t analyse and understand the information you collect about them. Salesorder.com reports help you get at the information fast so you can spot opportunities and problems early and make decisions quickly and with confidence. |
| We provide you with simple to use tools that enable you to easily produce clear and concise, up to the minute reports that give you the insight and vision of what’s happening where right now with your Customers. |
| Finding the report you want to quickly get the answers you need is really simple. You can effortlessly generate, print, store and send detail and summary reports and drill down and access the detail behind the figures. See more about reporting. |
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