Stay on top of your business in
'real time' with FourChain's account management features.
Sales persons, sales teams and management will find all of
the customer account activity at their fingertips via the
convenient Activity Summary user console.
Account Management
Features
•
Activity Summary User
Console
A single screen brings
together current and historical quote and order
transaction history for each client, making it easy
to keep track of your business activity.
Period-to-date totals instantly reflect current
sales dollar and profit margin totals, with
historical transactions at your fingertips.
•
Sales Team Collaboration
Flexible account sharing
allows multiple sales persons to share customer
information and transactions, facilitating sales
teams collaboration.
•
Account by Account
Control
Access to individual
client activity can be granted on a user by user
basis, providing just the right amount of visibility
and control.
•
Centralized Quoting,
Ordering & Account History
FourChain's web-based
interface allows sales team access anytime, from
anywhere - while centralizing all transactions into
a common database for superior manageability.
•
Facilitates management
of sales teams, branch offices and remote workers.
With up-to-the-moment
transaction visibility, sales management can stay on
top of ever-changing customer transactions for an
individual client, a sales person, a sales team, or
the entire organization.
•
Sales History Reporting
Instant sales history
reporting makes staying on top of sales activity a
breeze.
•
Custom Reporting Option
FourChain can link to
existing reseller reporting tools
(ex. Crystal
Reports, SQL Reporting Services, etc.)
to provide controlled
web access to existing ERP/Accounting system
reporting.
