Account Management Software
Octalsoft CRM account module presents a simple and straight forward interface to manage accounts. Apart from basic information fields, the history section at the bottom helps in monitoring potentials, contacts, notes, activities and products categorized by account. This aids in visualizing prospects and opportunities for deals that may otherwise be hard to identify. With the parent-child assignment to denote accounts and their subsidiaries, it is easy to focus on businesses specifically and assess their position with regards to closing deals. So, it would suffice to say that with Octalsoft CRM you are certain to raise your revenue.
Octalsoft has some of the most experienced and widely recognized Software Development Company in Washington DC, Maryland and Virginia area. They bring deep industry expertise and have successfully delivered Database Solutions, Packaged Enterprise Solutions - ERP, CRM, SCM, HRMS, etc., Workforce Development, Services Oriented Architecture (SOA), Business Intelligence systems, complex website design, Software as a Service (Saas), System Hosting and Database Administration (DBA) services.
- Export accounts to spreadsheet software to analyze the buying patterns of a customer and set up loyalty programs.
- Generate printer savvy sales quotes, invoices and sales orders for the accounts.
- Store notes pertaining to accounts and keep track of contacts, opportunities and other details more elaborately.