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Customer Insights

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

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Customer activity dashboard – Get the in-depth, at-a-glance detail needed to improve customer relationships and capitalize on revenue opportunities—all 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

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