• Keep a complete track record of all the sales and services delivered to a specific account.
  • Tightly integrated with the Price List Module to reduce time and potential errors.
  • Automatically create entries from the quotation and forecast modules.
 

 
The sales history module is contained within the Accounts Module and will quickly show the user what products and services a specific account has purchased in the past. Entering new product sales is seamless and can be automatic from both the forecast and quotation modules. This module is tightly integrated with the price list module to reduce time and potential errors.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.