When a Customer Calls or visits and you quickly identify and engage them as an acquaintance, the Warm Fuzzy they get from that is priceless.
Here are a couple of hints on how you can achieve this with the right data in your software.
Unlimited Customer and Supplier Contacts
Now you can keep Track of all your Contacts in Peach Software from right inside the Customer and Supplier control screens. Even better you can select which contact gets an invoice when you make a sale or a delivery docket when the goods are on the way. Over in supplier control you can make sure your purchase orders and remittance advices go to all the right people because you can tag as many contacts as you wish to receive each transaction email. Have a look at this video for more information
C.R.M. Functionality now in Peach Software
Enter Appointments with potential Clients and notes of your previous meeting with current clients. The Calendar in Peach Software has been enhanced with some great features which make it a Useful sales tool. Entries are Time/Date Stamped and can be dragged and dropped from one day to the next. You can switch Calendar Views between Monthly and Weekly. View both Customer Marketing Notes or Simple Events. You can even enter a public event so all operators will see it on their Calendar as well. Have a look at the Video below and let us know what you think….