Let’s have a look at some CRM (Customer Relationship Management) features that can help you improve your relationship with your clients.
This article is from Entrepreneur
by Mike Kappel
Serial Entrepreneur, Patriot Software Company CEO
As a serial entrepreneur, I know firsthand how important it is to connect with customers. Building relationships is key to learning your customers’ needs. And, you may gain more returning customers, referrals and net income in the process.
As a small business owner, you have an advantage when it comes to building customer rapport. The size of your company allows you to reach people at a more personal level than big businesses, which turns into stronger relationships with customers.
This story originally appeared on Due
When it comes to small business accounting, most people know that it is important to keep your records updated for taxes. However, there are many more benefits from small business accounting that you can use to grow, improve and expand your business. Here are some of the most important accounting reports for your small business that you should know about.
Your revenue by customer report tells you how much you made from each customer over a period of time. Building good relationships with quality clients can turn in to a lucrative, reliable, and healthy income stream.
Aim of SI Link Feature:
- To automatically update the Dealers (Franchisee’s) inventory with Head Office (Franchisor’s) inventory data such as description, price, inventory groups, etc.
- This also enables the dealer to see the stock levels of Head Office.
- Purchase orders made out by the Dealer will automatically display as a Sales Order at Head Office.
- Stock Levels of all branches/dealers can also be viewed
We have a discontinued item feature to help prevent problems with items that are not being manufactured anymore. This will help your sales representatives to see what items are discontinued or end of range stock so that they do not quote or sell than what you have currently in stock.
See steps below on how to setup discontinued items.
Tired of losing your notes that you scribbled on a piece of paper?
Try using our quick add conversation feature.
Steps on how to use the quick add conversation feature.
Always remember to do backups, backups, and more backups.
Open up Smart iT 2.0 Backend
You will find the icon on the server computer.