Inform's Advanced CRM
September 8, 2009 -
Salesperson Ledger
Drill down views include summary and details for a salespersons open sales orders, backorder items and expected delivery information, price quote pipeline, accounts receivable and sales performance.
Territory Manager
Sales Managers and sales people gain new insight into territory performance and underlying sales team activities. This unique view incorporates inform's integrated user calendar, customer contact manager, and Business Intelligence sales data into a sales and activity focused Territory Manager.
Drill down views of a salesperson and their customers includes charts of year to date sales and profit, year-to-date vs. last year-to-date sales comparison, and opportunity pipeline.
Switch to the activity view for an overview of recent salesperson agenda, including upcoming appointments, tasks, and contact histories.
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