Abel’s Customer Dashboard helps your Sales Team create quotes and orders quickly, using previous sales history.
The dashboard brings together key data to provide an overview of the trading relationship with a Customer.
It enables your Sales Team to quickly create quotes and orders for repeat business, and to view and record communications with the customer.
This example shows:
- Communications button – opens a screen that displays past communications.
- View key data for the Customer e.g. late orders, overdue invoices, contact details, upcoming events and sales graphs.
- Overview of the customer’s last 8 orders. This helps the sales team to focus on recent orders and potential missed opportunities.
- View and create notes, events and tasks.
- Create quotes and orders quickly using items ordered previously.