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Master Link CRM, links Exchequer Enterprise with Contact Management Software, such as Microsoft CRM, Goldmine, Act and Maximizer. Master Link CRM displays transactional and order history information – allowing non account users, such as sales teams, to quickly access accounts data, such as credit control and sales history, from their favorite CRM software. Master Link CRM can create a new account record and update existing records in Exchequer Enterprise directly from the CRM, cutting out the need to maintain two databases. Any sales transaction can be entered directly through Master Link CRM into Exchequer Enterprise - with the addition of the Telesales module - Master Link CRM becomes the ideal solution for telesales operators. To summarise – Master Link CRM can convert a prospect to a customer and then take an order through Enterprise Telesales. Other fields linked are: Notes, Sales history, defaults tab, drill down on credit control etc.
Uses/Benefits:
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Improve customer relations and profitability Use one of the world's best selling CRM packages to schedule calls and track information about customers. Thus generally improving your customer communication with the benefit of better customer relations and profitability. Schedule follow-up calls after selling a product, to see if customer is happy and whether they would require more of your products. |
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Account Information within ACT Quickly and easily see the status of the account, for a customer, in ACT. |
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Use Exchequer Enterprise to take Orders From within ACT, quickly switch from ACT to Exchequer Enterprise take on Order/Invoice/Telesales transaction for ACT contact |
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Use our enhanced telesales module to take orders. Use ACT to schedule telesales calls and our enhanced telesales module to take orders fast and efficiently. Click here for more information |
Please watch the Video for a full demonstration
Master Link for ACT,Goldmine,Microsoft CRM, Maximizer and Exchequer Enterprise
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Last modified: February 22, 2008 |