Account management with sales portals and CRM
A sales portal is a, on the internet based, dynamic information source which can be consulted, adapted, planned and improved. It can analyse the customer and prospect related information and draw understandable reports.
A sales portal is an easy to use tool which combines CRM, CRI and market and sales process information.
A sales portal is linked with an ERP-system and/or other information source via dynamic links with the possibility to display relevant information about quotes, orders, stock, invoicing, payments, interactions and so much more.
A sales portal is easily adjustable to the specific needs and desires of the users and is easy to integrate into the business processes like budgetting, monitoring and planning.
CPI worked out several partnerships with different parties to make all of the above possible.
We will bring you in contact with our partners if you are looking for such a solution and make sure that the transition of your systems runs as smoothly as possible.
We will organize a seminar in the following weeks to explain the concepts and possibilities of certain systems.