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Help desk tracking and inquiries can be a big mess without the right system to manage your issues. Tracking and managing thru a virtual help desk is tantamount to a professional organization. Communicate, track and organize the issues that matter the most your customers.
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Account management: Add new account, locations and contacts for the account Separately track leads, prospects and clients, change customer type as needed Update account information, add / update / delete locations and contacts Import / export account information, locations and contacts, synchronize account information with other applications Review customer-related activities and sales forecasts Print labels, send mass e-mail Account activity report Delete account Tasks management / calendar: Review tasks using calendar and list views Enter new task Review and update the task Mark task as completed Delete task Import / export tasks, synchronize tasks with other applications Sales activity management: Review your activities and activities of other members of the team View activities by user of the system, customer, dates, type Enter new activity Review activity details, update activity Delete activity Create reports Sales Forecast: Enter new forecast, track project closing date, estimated budget and probabilities Review forecasts by customer, dates, probabilities, projected amount Create reports Web Leads Capture: Data from your web request information form instantly appear in CRM by Web Sales representatives can review leads, pick lead, follow up on it, create task for the lead, or delete lead. Sales Force Automation Sitemap
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