| Peer to Peer | Features |
|---|---|
Link your events to contact records automatically by simply double clicking the mouse. Automatically store searchable events and notes for every contact. Display calls, meetings, to-do, quotations, forecast, opportunity and project items associated with all your contacts in the Account History tab. Capture and prioritize your calls, meetings, and to-do items and then filter for your convenience. View the account history which includes calls, meetings, to-do items, e-mail, sales collateral, quotations, forecast entries, visit reports, opportunities and sales projects for every account. Manage your pipeline by adopting the first principles of sales forecasting and quickly articulate what's needed to happen next for sales closure. |
Display calls, meetings, to-do, quotations, forecast, opportunity and project items associated with all your contacts in the Account History tab. . Create fully customizable reports that are capable of tunnelling into all your data and delivering compelling reports. Attach letters, proposals, in fact almost any document to your contacts with just the click of the mouse. Manage your price list information from technical contact information to Internet/Intranet links. With integrated links to the Price List module create quotations automatically and reduce the time needed and the number of errors. |
