Custom Reports

Efficient dissemination of accounting data is a near-universal need for companies. However, every company has other unique information needs as well. Other customer information might include things like contact information, contract expiration dates, service plan details, and other services offered by the company that meet that individual customer's needs. Making all this available to customers helps make your support website more informational and individualized.

This information-sharing module also helps organize companies internally. A common complaint among managers is that although they have moved much information from paper to electronic form, the information is still too hard to manage and find quickly - employees still spend too much time hunting around for information. "Now, instead of 20 file folders, I have 20 Excel documents" is a typical complaint we hear. CRM solves a critical information problem by putting various types of information together onto one console. When a customer calls up, an employee on the site can quickly review that customer's sales history, history of work requests, previous service issues, details about the customer's existing contracts, and other information that may be relevant.

Back to Web-based CRM.