CRM
Solentris incorporates a powerful CRM system to allow users to quickly review their customer relationships. Summary level and detailed historical sales reports, product demand analysis, complete order and invoice tracking means that any user can quickly research and answer customer queries. Informaton provided in the CRM system includes:
- Multiple levels of customer contact information including references between Bill-to's and Ship-to's
- Accounts Receivable summary status and detail
- Customer order preferences and shipment preference information
- Complete tracking of the order and invoice tasks by all employees that processed the order or invoice
- Upcoming critical dates including orders and shipments by customer in calendar form
- Virtual Manager analysis of customer, territory and/or sales rep level business status
- Quick links to inventory status, customer status, order status, invoice information, etc
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