Our mission is to help our clients to achieve outstanding success in their CRM initiative. Our integration with e-automate will enhance productivity, improve responsiveness to customers and ultimately maximize selling effectiveness.
Augment your existing CRM software with e-automate reports to give your reps a 360° view of their customer!
Empower your sales team to succeed by providing instant access to live e-automate data via a web browser:
- Quickly prepare for customer calls
- See equipment, contracts, leases, meters, invoice details, service history and much more
- Reps can view real-time inventory levels
Do you want a simple way for your reps to access their customer’s e-automate data? We have developed e-automate reports which are accessible from any corporate-networked computer’s web browser. With our View Connector, your reps will be able to access details about their customer’s equipment, contracts, leases, meter history, invoices, service history and much more. They will also be able to bring up a searchable inventory report showing quantities on hand, allocated or on order live from the eautomate database. Thus increasing the chances of “selling what you have”!
By putting all of your client’s e-automate information at your rep’s fingertips they will spend less time making requests of internal resources and more time selling. Also, any of these reports can be customized to meet your individual business needs.
Many CRM packages allow web pages to be viewed from within the CRM tool. So, depending on which CRM solution you use, it may be possible to embed these web reports within your existing CRM solution.
With our support your company will be able quickly launch a successful system, empower your staff to operate independently, and minimize the total cost of ownership.
Download our product overview brochure.
Our mission is to help our clients to achieve outstanding success in their CRM initiative. Our integration with e-automate will enhance productivity, improve responsiveness to customers and ultimately maximize selling effectiveness.
Augment your existing CRM software with e-automate reports to give your reps a 360° view of their customer!
Empower your sales team to succeed by providing instant access to live e-automate data via a web browser:
- Quickly prepare for customer calls
- See equipment, contracts, leases, meters, invoice details, service history and much more
- Reps can view real-time inventory levels
Do you want a simple way for your reps to access their customer’s e-automate data? We have developed e-automate reports which are accessible from any corporate-networked computer’s web browser. With our View Connector, your reps will be able to access details about their customer’s equipment, contracts, leases, meter history, invoices, service history and much more. They will also be able to bring up a searchable inventory report showing quantities on hand, allocated or on order live from the eautomate database. Thus increasing the chances of “selling what you have”!
By putting all of your client’s e-automate information at your rep’s fingertips they will spend less time making requests of internal resources and more time selling. Also, any of these reports can be customized to meet your individual business needs.
Many CRM packages allow web pages to be viewed from within the CRM tool. So, depending on which CRM solution you use, it may be possible to embed these web reports within your existing CRM solution.
With our support your company will be able quickly launch a successful system, empower your staff to operate independently, and minimize the total cost of ownership.
Download our product overview brochure.