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Customer Management
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Customer management with E Pro helps you organize all the details of your customer
relationships in one place for a complete view of the people you do business with.
Plus keep track of business critical information such as spending patterns, average
mark-ups etc to improve your marketing effectiveness. Customer management
within E Pro helps keep new customer referrals coming in and existing customers
coming back, creating a continuing cycle of positive results.
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Benefits of Customer Management in E Pro
- Manage relationships by keeping everything - phone numbers, e-mails, conversation
notes, meeting and activity history, documents, social media profiles, and more
- Search and instantly access the exact customer relationship details you need using
the most basic keyword search to a more advanced field search
- Be more productive by scheduling and tracking meetings and activities. Tasks roll
over if not complete, can be cleared, and appear as history with your customer relationship
details
- Sell more by tracking each sales lead through the sales process where you can capture
detailed progress notes, include your products and services, and see the probability
of close
- Measure results using 50+ reports and dashboards, or for deeper analysis, send most
reports to Microsoft® Excel® and use connections to third-party report writers
- Share and secure relationship details across your business with data-sharing options
for teams of multiple sizes, and set security by employee profile and customer information
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