Customers

Customers
The management of customers through Tradepoint is quite powerful.  You can track:

1. Tradepoint shows a complete history of what projects, tasks or support requests each customer has had and even keeps track of the products owned by that customer. This is handy for a customized service for each customer, on the phone, face to face or even over the web.
2. Tradepoint allows you to keep easy track of all personnel at a customer’s business. Tradepoint will even store the extensions, emails, personal information, specific job title and arrange them in an organizational hierarchical treed chart.  See at a glace what staff reports to what other.  Tradepoint can even specify key contact over normal contacts at the click of a button
3. Tradepoint stores all contact information for every client and even validates fields as you type them, for example: a phone number must be a valid area code and regional number or accepted international phone number.  Tradepoint will not allow any other type of phone number to be stored.  This avoids “garbage in garbage out” syndrome.
4. Tradepoint allows you to add custom data for every customer.  This could be specific data defined by you like: administrator passwords for that client, specific client data like how many staff at their location or what products or passwords they presently have and so on.
5. Any work orders, Request for Quotes, Quotes and Orders.  This even allows you to see what percentage of your request for quotes actually become orders.  Because Tradepoint can even track other clients your customer purchases from, you can even gather information on where lost bids could have gone.
6. Documents can be easily stored for under customer account.  These documents can be of any time and can be accessed by all users with the appropriate security permissions; these files can also be accessed from anywhere in the world, not only on a LAN or other type of system.  Do away with your need for centralized servers and paper warehouses.  Some document examples would be: Word files, Access files, AutoCAD files, Marketing reports, Graphic files, video files, Technical files and any other file type.
7. Because Tradepoint has centralized all of your email functions, emails are easily stored under each lead, customer / client account.  No longer must you concern yourself with CC’ing other parties or having important emails locked inside folders of a staff member’s computer.  Simply store all needed email information under the client’s account where every team / staff member (with proper security permission) can gain access.
8. Complete appointment histories for every customer, the results of each meeting and even minutes if needed.
9. Tradepoint automatically performs accounting forecasting and payment history for every one of your clients.
10. All accounting can be done through Tradepoint’s powerful General Ledger area or through each client account individually.  This means Small business can conduct their entire business without ever needed to open a GL or learn how to manage one.  Tradepoint automatically updates the GL  with every invoice made or payment received.  This saves vast amounts of learning curve time, weekly checking and double entry problems.  Out of office accountants or accounting controllers can even access all needed business information remotely from their office by “synchronizing” with your version of Tradepoint.  From there they can do all of your accounting remotely, never needing to physically come into your office.  They can even access scanned invoices or receipts that you have placed in Tradepoint.

The Tradepoint Customer Window tabs are pretty much the same as the tabs found on every other windows in Tradepoint.  You will notice that the lead window has no accounting tabs, simply because a lead needs no accounting, they are not a customer or dealer or that sort of contact as of yet.  That is the only real difference between the different windows of Tradepoint:  Leads, Customers, Dealers, Warehouses, Suppliers.

Tradepoint is packaged with a powerful import tool that allows you to take an export from any CRM tool and import it directly into Tradepoint.  Tradepoint even allows you to specify exactly what fields or areas you would like your existing data to be moved into.  Simply “connect the dots” and complete the import wizard and your import is complete. Millions of contacts can be added to Tradepoint in a minutes and even seconds.