Essential tools for customer relationships and sales
- Customer and contact information
- Customer grouping, status and responsible salesperson
- Personal and group sales calendars
- Saving quotations and customer activities
- Sales forecasts and actual sales
- Tracking activities by customer and salesperson
Shared customer information
Bring customer and contact information, saved quotations and customer activities together for shared use. Customer grouping, status and the responsible salesperson make it easier to manage the whole picture.
Calendars for everyday sales work
Personal and group sales calendars help you plan meetings and see the shared situation. Activities recorded by customer and salesperson support communication tracking.
Track forecasts and results
Review sales forecasts and actual sales. Filter information by period, customer or product group, salesperson and status to get a view of sales that suits your needs.