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eSales BI/CRM

by autologue_admin

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The Ultimate Sales Tool

The most complete BI and CRM tool. Game changing benefits for your business and entire Sales staff.

Have all your customer information at your finger tips, check stock, quote prices, and much more, with real time direct connection to your management system.

Direct Connection to Your Management System

VMI: Vendor Management Inventory
Retain entire shop inventory with stocking quantities to perform stock orders on your tablet.

  • Catalog parts lookup
  • Stock checks
  • Favorites
  • Non-catalog parts

Wholesale Customer BI Dashboard

  • Interactive Sales BI by MTD and YTD
  • Easily view sales comparisons for 24 months
  • View all product lines by sales increase or decrease
  • Analyze product groups by MTD and YTD
  • View return % by customer for both new merchandise and cores

CRM – About the Customer

  • Build and strengthen your customer relationship & loyalty by capturing their business and personal information.
  • A 360 degree view of your customer’s personal favorites: sports, hobbies, cars, family, birthday, and email reminders.
  • Key business info: hours, type, authorized buyers, brand preferences, etc.

Additional Features

  • Homepage secure login with easy access to each sales/account manager’s customer information.
  • Alerts & notifications parameters defined by management.
  • Quick search to access customer’s detailed information – business intelligence, notes, CRM: About the Customer, etc.
  • Organize daily, weekly, recurring calls, appointments, and visits.
  • All scheduler entries hyperlink to customer navigation page.
  • Plan efficient routes with the map linked to the scheduler.
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