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.