 |
The Prospect/Client profile provides a powerful summary of account contact information, documents, interactions, opportunities, and follow-up details to confirm next steps of action. The interaction section records the communications
with the client including telecon, emails, meetings, visits and individual or group meetings. The interactions help guide account strategies in managing the client’s business opportunity and sharing histories through out the organizations.
Features
- Prospect/Client profile
- Contact information
- Client communication and interactions
- Opportunity tracking
- Sales activity management
- Document storage
- Automatic notification to each member
- Calendar, scheduling & follow-up
|
|
