Anticipate Customer Service Events.

Easy Access to your customer’s history and relationship with your business.

When a customer calls, they likely either want to order something or discuss an existing issue. Accessing the Customer Review will provide your customer service group with the critical information needed to help your customer. The Customer Review screen easily presents the following information in one easy to read display:

Key Features: Customer Demographics Details Credit, Territory and Sales Information Sales Trends Accounts Receivable Summary and Detail Order History Invoice History Warranty and Returns Status and History Quotes and Opportunities (CRM) Status Product Purchase History In-House “Sticky Notes” for business relationship notes

Customer Service Reporting

Other Reporting Features: Reports can be filtered by the user to meet content expectations. Customer, Territory and Business level sales analysis including orders, invoices, product purchase histories, category purchases and other relevant customer information. Extensive product and customer rankings reports. Sales comparisons by product and customer versus prior years. Purchase analysis reports by customer. Sales Rep analysis reports. Reports vs. monthly or annual budgets with balance to sell target information.

Sales Reporting – Virtual Manager