Customer Relationship Management

CRM

Kaleidoscope empowers your employees with tools they need to enhance customer relationships by providing personalized, timely, and informed customer service. The Customer Relationship Management module integrates and optimally automates customers interactions to achieve enhanced revenue, improved employee productivity and long lasting customer loyalty. To allow your customer care employees to respond quickly to waiting customers, the CRM module provides customer centric information displayed in a one-screen user friendly format.

What you can Expect:

Customer setup, quotations, sales orders, and credit status on dynamic screens
Record and view on a single page, all conversations, satisfaction indicators, and personal information
View customer’s wish list and relevant competitive data in one location
Calendar and Scheduler for customer interaction and follow-up
E-mail, fax or print quotations, sales orders, invoices, and account statements
Product pricing and discount override during sales order creation with optional gross margin display
Credit limit consideration and inventory availability displays
Put order or customer accounts on hold to resolve issues
Track price lists, quotes, sales orders and open invoices pertaining to a customer
Order tracking and delivery schedule data capture on mobile handheld devices
Commissions tracking on sales as applicable
Customer purchasing trend indicator

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