Dec/2/2005
An overview of Tradepoint's CRM structure and
capability is outlined in this article. More
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Oct/18/2005
Products of Interest within a Lead allows you to
track a Product that a potential customer is interested in. If that Lead becomes
a Customer then any Products of Interest that are actually purchased will
transfer into a Customers Products owned section. More
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Oct/13/2005
Within Tradepoint CRM, Customers has a Notes section
for any information that does not fit within a Customer's
contact. More
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Oct/14/2005
An article explaining Quotes within the CRM section
of Tradepoint and how they can be generated from each Lead, Customer or Reseller
Contact. More
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Oct/18/2005
The structure of the functionality built into the
Quotes window within Tradepoint CRM is explained in this
article. More
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Oct/18/2005
This article explains how detailed shipment
information can be added to any Quote created within Tradepoint
CRM. More
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Oct/17/2005
Business to Consumer contacts can be created and
managed within Tradepoint CRM. This article explains
how. More
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Oct/17/2005
Managing personal data for a Business to Consumer
Contact is explained in this article. More
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Oct/17/2005
For anyone using one of our Ecommerce
solutions the web activity per contact can be managed within this section
of the CRM component of Tradepoint for each Consumer to Business contact
you have on file. More
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Oct/17/2005
Any Products on Loan for a Business to Consumer
Contact can be tracked through this section of the CRM
functionality. Products on Loan would be used for anything you lend
out to a Customer, typically any item that is tested before
purchased. More
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Oct/13/2005
Lead Details is one of the Lead tracking tools
within Tradepoint's CRM section. Lead Details allows you to specify and track
the sources of a Lead and many other details as well. More
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Oct/14/2005
Assigned Staff is a tool within the CRM section
of Tradepoint which allows companies who use multiple staff members who maintain
accounts to be assigned through this section. More
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Oct/14/2005
Tradepoint's CRM section includes the ability to
generate RFQ's (Requests for Quotations) on a per contact
basis. More
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Oct/18/2005
This article explains the RFQ window within the CRM
section of Tradepoint Business Management Software. More
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Oct/19/2005
The 3rd party information tab is a sales tracking
tool within the CRM section of Tradepoint which allows you to track referrals
through a Reseller. More
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Oct/13/2005
A CRM article outlining how to enter in and edit
Contact information to a Contact's file. More
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Oct/23/2005
The CRM section includes, Enquiries which is a
tool to track simple Enquiries into your Company about any Products and
Services your offer. More
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Sep/30/2006
CRM
within Tradepoint provides a robust tool to manage any outward sales efforts
using Source Lists from such places as Harris & Harris Infosource, SK &
A Hospital data and many others. More
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Sep/30/2006
The enquiries section of Tradepoint CRM allows
you to keep organized notes for every enquiry that are easily queried at a later
date. Tradepoint CRM also allows
you to use your enquiries data to create reports that even show ROIC (return on
investment capital) for your marketing promotions. You will be able to see directly how
your marketing initiatives have a result in new leads generated for your
company. More
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Sep/30/2006
Tradepoint CRM's lead
management system allows you to specify any sales or lead management process by
creating your own custom category status ownership levels and more. More
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Sep/30/2006
The Tradepoint Customer Relationship
Management Window tabs are pretty much the same as the tabs found on every
other window 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,
Manufactures, etc. More
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Oct/14/2005
Within the CRM section of Tradepoint you can track
all communications and Support on a per contact basis. More
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Oct/14/2005
Appointments can be managed on a per contact
basis or through the schedule. The CRM section of Tradepoint allows you to
generate Appointments within each contact. More
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Oct/14/2005
The CRM section of Tradepoint gives you the tools to
create Tasks associated with each contact or independently. This article
explains briefly how to create a Task. More
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Oct/14/2005
CRM and Project Management functionality are
integrated within Tradepoint with the ability to associate Projects
with several different types
of Contacts. More
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Oct/14/2005
Email is integrated within Tradepoint allowing
you to assign respective emails to a contact within the CRM section or to a
Project or file folder. More
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Oct/17/2005
This article explains how to manage your Customers
Account information, Payment arrangements within the CRM section in
Tradepoint. More
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Oct/14/2005
Document Management is redefined with the robust
ability to manage Documents in an easy to find location or on a contact by
contact basis throughout Tradepoint CRM. More
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Oct/17/2005
Managing your Account Information on a contact by
contact basis for your contact's Credit Limits, Shipping and Price List
information is illustrated in this article. More
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Oct/17/2005
The explanation on the ability to manage and
generate Orders is provided through the Orders icon in the toolbar of both
Customers and Resellers within the CRM section of
Tradepoint. More
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Oct/13/2005
Company details within Tradepoint's CRM provides
tools to manage information about Customers and Leads about the Details of a
Comapny such as Number of Employees, Locations and
Revenue. More
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Oct/17/2005
The CRM section of Tradepoint provides the
functionality so Invoices can be generated separately or directly
from a Contact file. More
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Oct/17/2005
Tradepoints's CRM section allow's for each
contact to have the Payables managed directly from within the contact through
the Account tab. More
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Oct/17/2005
Purchase Orders can be managed through each
Customers and Resellers contact within Tradepoint. More
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Oct/17/2005
Tradepoint's CRM allows Bills to be generated and
managed through each Customers and Resellers contact. More
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Oct/13/2005
Your Data is a section allowing you to create Custom
field specific to your business process. These fields are searchable and
indexable within Tradepoint. More
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Oct/13/2005
This section allows you to track Personnel
contacts within a business to business Lead or
Customer. More
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Oct/17/2005
Contact info allows you to have additional
information available for each of your Contacts for a Business to Business
Contact. More
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Oct/17/2005
If your company is utilizing any one of our
Ecommerce solutions, track the web activity of each of your Personnel contacts.
This section allows you to track each time a personnel contact logs in and
downloads any resources available to them through our Ecommerce
solutions. More
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Oct/17/2005
This tab allows you to track general
contact information including electronic business cards(V cards) for a Personnel
contact. More
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Oct/17/2005
Custom field for Personnel contacts within
Tradepoint allow you to specify detailed information per contact. These fields
are searchable and indexable with Tradepoint. This section has the same
functionality as Your Data. More
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Oct/17/2005
Each Personnel contact has a Notes section for
information that may not fall within the parameters of your Personnel contact
information for a Business to Consumer Contact. More
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Oct/17/2005
Tasks in this section are specific to Personnel
contacts. Reminders can be created for these Tasks that will then appear within
your Flyout Panel as they come due. More
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Oct/17/2005
Appointments can be created specific to Personnel
contacts. They will appear within your schedule. Reminders can be attached to
these Appointments which will show up in your Flyout Panel as they come
due. More
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Oct/17/2005
Products On Loan can be attached to Personnel
contacts through this section. More
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Oct/17/2005
Full Document Management capabilities is available
to each Personnel Contact specific to each of your Personnel
contacts. More
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Oct/13/2005
Tradepoint CRM enables Product Lines within
Resellers allows you to manage and track not just the lines a particular
Reseller carries but how many of each Product has been sold to
date. More
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Oct/13/2005
Products Owned within the Customers section is where
a Customers purchase history will be tracked. The date and Product will
automatically be kept in this section for each Product
purchased. More
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Nov/22/2011
How to easily find and undelete a deleted contact. More
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Apr/18/2010
Create Mass Email Campaigns in Tradepoint using a two step process. This
article explains how. More
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Apr/18/2010
Create Mass Emails through Tradepoint using these steps. More
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May/13/2007
Opportunities is a sales tracking tool for Leads,
Customers, and Resellers. Tradepoint CRM provides functionality for Sales
Opportunities to be created and can be reported on. opportunities can be a
part of the dashboard controls within the Work Center, visible to you when you
login. More
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Oct/26/2008
Turn an existing Quote into an Order in just a
few clicks with the steps in this article. More
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May/20/2007
Email Signatures can be created and managed through
an Employee file or through an Employees Personal Tab within
Tradepoint. More
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May/20/2007
This article describes some of the advanced
functionality within Tradepoint Email. More
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Sep/23/2007
Tradepoint Email includes Integrated Tools to
track your email messages as you send and receive them. More
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Oct/19/2008
Tools for automatic generation of POs for easy drop
shipping is explained in this article. Click here to learn
more. More
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Oct/26/2008
Track your Drop Shipped Order with the Purchase
Order information that automatically shows within Orders. More
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Apr/12/2009
This article explains the details within a Web Order
each time one is created with a website using one of our Ecommerce
solutions. More
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Jun/3/2007
Call Logs allows you to track verbal communications
into and out of your company. Call Logs has the ability to link to Work Orders,
Orders and other functions within Tradepoint. More
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Mar/29/2008
In depth tools available within the Product Owned
section for additional service provided to your customers. More
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Jul/22/2010
Tradepoint Enterprise now supports automatic email notifications being
sent of all category, status and Conversation updates. This knowledge base
article will walk you through setting up this functionality. More
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Aug/26/2010
Complete drop shipments in a few steps with
Tradepoint. This new feature compliments the drop shipping tools for
ordering. More
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Jan/3/2010
Use credit limits for any Customers, Resellers or Suppliers you do
business with. This article explains how the credit limits work andhow to set
them within an account. More
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Jan/3/2010
Set default shipping preferences for more automation within the sales
process for customers and resellers. More
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Jan/3/2010
Use the drop shipping options for Resellers for more automation in order
processing for any Resellers distributing products More
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Aug/2/2010
Sometimes you'll end up with a contact creating a duplicate account or
someone will accidently miss a contact already being in the system and create a
duplicate record. Here's how to merge two contacts together INCLUDING accounting
data More
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Jan/3/2010
Add multiple shipping addresses within an order or through a contact's
account information with this feature. More
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Jan/3/2010
Page Layout options for product display on a web site can be controlled
through the Page Layout options descibed in this article. More
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Jan/3/2010
Use Payment Terms for the sales process within Customers, Resellers and
Suppliers within Tradepoint. More
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Jan/3/2010
Tradepoint support Price Lists and Discount Lists being set at the contact
level for close controls of pricing and any discounts given. More
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Jan/3/2010
Tradepoint's Setup tool supports URL re-writing, SEO optimization and
other features for Product Category display preferences on a web site. Click
here to read more. More
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Jan/3/2010
Tradepoint supports processing Repairs as an Order on items that have been
purchased. Click here to see the steps. More
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Jan/3/2010
Use the Update Matrix Tool for easier updating or pricing matrices. Set
pricing to an existing price list or adjust prices as
necessary. More
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Sep/2/2010
Use kits to sell bundled products easily on the web or directly. Click
here to learn more about kits in Tradepoint. More
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Sep/2/2010
Bill of Materials is supported within product management in Tradepoint. Click
here to learn more. More
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