Customer Communications
For today's businesses communications are hectic. Tracking those
communications and making sure customer communications can be even more hectic
without the right software. A quick phone call, saving an email to a customer
account, adding a note to an account... any one of these can be done easily
using Tradepoint Enterprise.
Some key features found to track customer
communications include:
- Contact based notes
- Track calls
- One click feature to save emails to accounts
- Purchase history tracks to contacts automatically
Call Logs for Customer and Service Calls
For more in-depth functions for call activity, Tradepoint Enterprise's CRM
includes Call Logs specifically designed to handle service calls for incoming
and outgoing service calls with customers and partners. With the ability to see
an overview of Call activity through reports Tradepoint Enterprise provides a
robust tool for handling more specialized work flow needs for
businesses.
Each contact has the Call Log tool built in to access a history of calls,
initiate actions from an open call, and assign and notify more then one person
of a newly created Call Log. Dashboard controls Companies looking for
integrated service call functionality can look forward to the following
functions with Tradepoint Enterprise:
- Automatic time/date stamping of Calls by the user who created the
call
- The ability to assign and notify others about new or open calls
- Separate Notes screens for initial call and resolution activity
- The ability to create and assign a Task within a Call
- The ability to place an Order within a Call
- Create an Appointment from a Call
- Flexible Category & Status structure for customizing work flows
- Ability to upload or scan in documents related to a Call
- Assign a Call Log to an open Project
- Integrated Knowledge Base for the ability to search on topics in your
Knowledge Base
Tradepoint is sold through a Reseller network. Click here to
find a Reseller closest to you.
Learn more about more features Tradepoint Enterprise can offer your
business click here.