1.6 Accounts Management

Managing accounts of customers, leads, potentials or any other related party are very important for sales department. TDS CRM is equipped with following features that help in accounts management.

 

  • It defines the relationships between the accounts and their divisions.
  • It automatically generates sales orders, quotes and invoices for the accounts.
  • It allows users to import accounts from external applications such as ACT, etc.
  •  It tracks purchase history of the customers and identify if there exists any opportunity for up selling or cross selling.
  • It attaches the related documents to customers account so that they can be accessed easily when needed.
  • It generates customized reports for analysis.
  • Reports can easily be exported to the other analytical applications such as Microsoft Excel, etc.