Stay on top of your business in
'real time' with ProSel /IT's account management features.
Sales persons, sales teams and management will find all of
the customer account activity at their fingertips via the
convenient Activity Summary user console.
Account Management
Features
•
Activity Summary User
Console
A single screen brings
together current and historical quote and order
transaction history for each client, making it easy
to keep track of your business activity.
Period-to-date totals instantly reflect current
sales dollar and profit margin totals, with
historical transactions at your fingertips.
•
Sales Team Collaboration
Flexible account sharing
allows multiple sales persons to share customer
information and transactions, facilitating sales
teams collaboration.
•
Account by Account
Control
Access to individual
client activity can be granted on a user by user
basis, providing just the right amount of visibility
and control.
•
Centralized Quoting,
Ordering & Account History
ProSel /IT's web-based
interface allows sales team access anytime, from
anywhere - while centralizing all transactions into
a common database for superior manageability.
•
Facilitates management
of sales teams, branch offices and remote workers.
With up-to-the-moment
transaction visibility, sales management can stay on
top of ever-changing customer transactions for an
individual client, a sales person, a sales team, or
the entire organization.
•
Sales History Reporting
Instant sales history
reporting makes staying on top of sales activity a
breeze.
•
Custom Reporting Option
ProSel /IT can link to
existing reseller reporting tools
(ex. Crystal
Reports, SQL Reporting Services, etc.)
to provide controlled
web access to existing ERP/Accounting system
reporting.
