How long does it take you to familiarize yourself with an account before you call on them?

Is it easy to pull up their invoice data or order history? What did they buy (or what did they not buy)?

Are you able to easily see in seconds the total volume, total revenue or total gross profit that last transaction produced? Would you like to see how many of your customers haven’t ordered in the past 2 months?

In this 14 minute video demonstration you will see how you can grab that 360 degree view of all your customers to know if they are ordering, what they are ordering, if the profit levels are, well profitable and much more.

Use a 360 Degree View to Effectively and Efficiently Manage your Accounts in CRM for Oil & Gas