Define List Of Customers To Target With Outreach
Use the landing page Fast Lane feature to look at predefined metrics with customized customer lists. Also, use the Customer Comparative Sales report to define your own unique customer lists.
Customer Information Screen
Learn more about each account and develop the talk track for the contact through the Customer Information pop-up screen. This screen will provide insight to sales performance, top parts sold, invoices and more.
Contacts Module
Plan/document contact efforts in the Contacts Module, there are 3 methods available to quickly add contacts in the platform. Utility Bar, Search Bar, and the ‘Add Contact’ page, keep track of open contacts in the Manage Customers module as well as the Contact Activity Calendar.
Measure Impact Of Outreach Efforts To Your Bottom Line
Assess performance across various metric widgets on the Landing Page Dashboard. Identify effectiveness on account sales in the Customer Sales Trends report.
If you have any further questions, please reach out to wpp@wholesalepartscrm.com.
