From the moment they log into the system, sales reps will enjoy the simplicity and productivity benefits of being able to work on a single platform with real-time access to all of their transactions for viewing and/or editing. They'll start their day with a CRM dashboard showing all of their open activities, quotes and orders. Complete customer information is only a click away, and documents and emails can be attached for future reference. When involved with collection activities, sales reps can quickly access past-due invoices and send them by email. To resolve any outstanding issues, all the information they need is at their fingertips.
If you already have a CRM, no problem. TECSYS DMS integrates easily with best-of-breed CRM solutions.