The management of
customers through Tradepoint is quite powerful. You can track:
- 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.
- 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
- 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.
- 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.
- 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.
- 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.
- 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.
- Complete appointment histories for every customer, the
results of each meeting and even minutes if needed.
- Tradepoint automatically performs accounting forecasting and
payment history for every one of your clients.
- 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
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