Sales/CRM
Tracelink's sales module is primarily a tool for managing sales and customer activities.
The focus is on ensuring an effective follow-up to a customer and on keeping track of the communication that had been between you and your (potential) customer.
After a case is won, it can be automatically converted into a Tracelink order.
Main Features
Tracelink Sales/CRM gives you:
Here you see an overview of CRM activities.
- Automatic customer creation
- Status of activities and next follow-up
- Responsible person or group, and journal
- Documents and email integration
- Probability, expected closure and amount