PECAS Vision CRM provides customer service and sales staff with easy access to vital customer and prospect information. It is tightly integrated with PECAS Vision Sales Estimating to facilitate easy tracking of quotation status, and it provides hot links to allow users quick access to recent Sales Order, Shipping and Invoicing details.
Using PECAS Vision CRM, new business sales teams can quickly set up and track sales opportunities, and record details of meetings, e-mails and telephone calls. The CRM system offers an integrated report writer making it easy to create powerful campaign reports, prospect lists and sales forecasts.
PECAS Vision CRM enables both customer and order analysis, so you can track key performance data for your organization. Summary up-to-date financial status is instantly accessible, showing sales for the current period and year to date, plus comparisons with previous periods and a snapshot of credit status.
Employees can connect to the system from any location and access critical customer information immediately. The CRM system also supports customer self service, allowing clients to login to the system, track their orders and connect to customer service representatives.
Click here for more information on PECAS Vision's CRM for a Packaging Company