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Customer Insights

part of the Sage PFW ERP (formerly known as BatchMasterPFW and Platinum for Windows) product line, by Sage

Want more information on Sage PFW ERP (formerly known as BatchMasterPFW and Platinum for Windows)?
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The most important asset to the success of any business is its customers. Now more than ever, building customer loyalty is critical in any business. Today, consumers have so many options available, not only is there local competition, but the invention of e-commerce, there are now unlimited places for your customers to spend their money.

Gain the competitive edge you need to not only retain your current customer base but gain even more-with the NEW Customer Insights application you will have the tools you need to provide superior customer service!

Empower your personnel with the information they need to serve your customers proactively, and allow them to enjoy fast personalized attention with every interaction. With Customer Insights employees will be well informed on all aspects of the customer so they can quickly respond to inquiries, effectively sell more products, and quote accurate product pricing. Customer Insights facilitates quick access to detailed credit status, pricing, quotes, orders, sales information, history information, and the list goes on! You can even use flexible PivotTable functionality to pinpoint vital information. The more customer knowledge you have, the easier it is to provide exceptional service and create new revenue opportunities in your existing customer base.

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

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