MAINTAIN HAPPY CUSTOMERS
Simplify customer management
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Easily create, track and maintain customer purchased items and pricing in one shareable location.
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Customize item data requirements utilizing custom fields, custom printouts and pricing schedules.
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Activity snapshot of communication, invoices, quotes and other records.
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Track customer-specific inventory, product descriptions, part numbers and notes.
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Access customer details including sales terms, credit limits, contacts, ship to locations, item assignments and more.
CONNECT CUSTOMERS WITH TECHNOLOGY
Modernize customer management
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Digitally transform Word and Excel documents to form fields and real-time data.
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Streamline communication with your customers using our customer web portal.
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Quickly access customer invoices and price quotes.
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Improve data accuracy by allowing customers to login and process orders via the customer web portal.
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Automate sales processing by setting up customers with EDI.
GET A 360 DEGREE VIEW OF YOUR CUSTOMERS
Monitor customers
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Turn data-driven insights into opportunities with real-time interactive customer dashboards.
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Access real-time customer insights with the ability to drill down and filter data the way you want.
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See every customer interaction with your business – regardless of location or department.
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Monitor on-time shipping using the On-Time Shipping Dashboard Chart.
