Customer activity dashboard Get the in-depth, at-a-glance detail needed to improve customer relationships and capitalize on revenue opportunitiesall on one screen. Empower customer-facing staff with quick access to vital information and promote meaningful, personalized service. Customer Insights also streamlines cross-sell and up-sell opportunities, displaying customer-specific pricing, quantity breaks, specials, contract prices, stock availability, and alternative items. Deliver fast, personalized attention with every customer interaction. Customer Insights delivers a central location for all customer information including:
- Address and Credit Information
- Pricing Options and what if scenarios
- Existing Quotes
- Open Orders
- Order History
- Open Invoices
- Invoice History
- Pay History
- Shipments
- Sales Analysis