3SLive - CRM+
Sales & Support - +44 (0) 800 158 3500
loginsupport
Home  |  Product features  |  Demo  |  Case studies  |  Product news  |  Resources  |  About us  |  Contact us

Product features:

Account Management

Store companies / client information in one locality.

Systematically add, store and access our clients, contacts and prospective opportunities from any browser. One click access to all information and tailor reminders / alerts assigned to specific key accounts.

Track activity, review the data entered, saved searches section for speed and a business intelligence division allowing you to track items in the news. Often you will know what your customers and clients are doing before they do.

Features

  • Activity tracking / scheduling
  • Contact management
  • File and document storage
  • Search engine
  • Collaborative calendar
  • Support, case or complaints tracking

Benefits

  • You will never miss a thing with the 3S Live activity tracker. All items created or uploaded to 3S Live are logged. This is available to you when you next log on, showing you important activity since you last logged on
  • Manage all your accounts contact info with ease. Unified views of all related information (tasks, leads etc) for each contact and account mean you really do get a 3Sixty perspective.
  • Get immediate 24/7 online access to all your important marketing materials and key customer documents.
  • Quickly and easily search for customer contact info or other vital information.
  • Easy to use graphical views of the sales funnel with a drill down of detail
  • Plan your schedule and team management with daily, monthly, weekly, or yearly views. Full synchronisation with Microsoft outlook calendar, meetings and tasks.
Account Management Account Management Account Management Account Management