Lotus Notes CRM - Coretrack

• Centralized tracking of all inbound and outbound communications and activities.

• View documents by Company, Representative, Status or Industry.

• Standard letters and documents improve quality and delivery times.

• Daily reminders of outstanding replies expected or required removes "forgotten" tasks.

Customer Support

• Manage customer support calls from notification to closure with pre-emptive response activities.

• Auto escalate problems with key products as required.

• Historical reporting of support calls by product, client or period & assists in service level management.

Product Management

• Maintain product catalog's by category in multiple currencies.

• Produce price lists by Supplier, Manufacturer or product category and monitor margins.

Quotation & Pipeline Management

• Increase sales force efficiency through faster quote generation.

• Automatic pipeline and forecast views remove manual reporting requirements increasing selling time.

• Daily reminders of open quotes and expiry dates focus the sales team.

Invoices & Delivery Notes

• Generate Invoices directly from Customer records, or from existing Quotations.

• Generate Delivery Notes from Invoices.

• View invoices by Company, Representative or Period and reduce manual reporting.

Purchase Order Management

• Raise, Issue and Track Purchase Orders with Historical views

• Daily reminders and on-line views reduce manual reporting requirements.