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Nowadays
it’s not enough simply to have customer and
vendor records, you need to have complete
information relative to activities, tasks,
and to-dos. You can maintain unlimited
contact names, contact methods (phone, fax,
email, etc) and user-defined fields for
contacts and contact names. The user
defined fields allow you to set up and
identify those data elements that are key to
your marketing and sales campaigns. You can
also maintain unlimited notes regarding the
customers and vendors and your activities
with them.
Intrust Win
CRM will guide your sales team through every
aspect of the sales cycle, enabling them to
qualify the sales opportunities, and record
the activities and tasks required to
follow-up and close those opportunities.
CRM provides a number of tools to aid the
sales team including access to customer
history, open invoices and sales orders and
the ability to attach documents to the
customer record.
Integration
to Microsoft Outlook allows your staff to
update tasks initiated in Intrust Win CRM to
the Outlook Calendar and set up reminders.
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