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Get a quick overview of your customers and their buying trends, and categorise by their historical revenue to you.
Features:
- Visualise existing customers from your accounting data
- Categorise customers based upon revenue to your organisation
- Visualise trends of which customers have been growing and which have been shrinking
- Ability to drill into individual customer invoicing
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Ensure your staff throughout the business have customer categorisation and buying trend information at their fingertips, and increase the accuracy of your CRM data.
Features: As Basic plus:
- Visualise customer and opportunity data from CRM system
- Map customers between Accounting and CRM system, to identify and correct anomalies in your CRM data
- Ensure existing customers and prospects on your CRM are correctly categorised
- Synchronise customer categorisation data and mapping into your CRM to ensure sales, marketing and support teams have customer categorisation data at their fingertips, and that CRM customer data is reliable.
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Use your sales forecast to actively prioritise and focus your sales team to drive sales revenues.
Features: As Customer Landcape and Sync plus:
- Visual forecast of your sales pipeline data from CRM
- Holistic view of forecast incorporating CRM forecast data and accounting trends, with minimum effort
- Sales forecast automatically dynamically updated as invoices are issued, and forecast opportunities are updated
- Forecast is automatically categorised based upon the customer category to you
- Synchronise customer categorisation data and mapping into your CRM to ensure sales, marketing and support teams have customer categorisation data at their fingertips, and that CRM customer data is reliable.
- Easy to drill into individual data related to either forecasting or historical invoicing, automatically routed to appropriate information in your CRM or accounts system
- Easy to focus your attention and your team's attention on the customers and opportunities that will impact your busines the most - to retain and grow existing customers, and to win key new customers.
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