CRM – Sales Person Notifications

On every helpdesk or project ticket is a button for Salesperson Notification. The employees that are directly interfacing with a client are the greatest source of new sales and increased inside sales within your company. The clients tell them their issues which can then translate to sales opportunities. This features gives a quick and easy way for employee to create an internal sales opportunity that will show on the salesperson’s CRM dashboard.

Customer Relationship Management Module

See How It Works

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Staff member using Business Manager 365 on a tablet