BilTAY Teknoloji SCIENTA CRM System
Customer Relationship Overview
A detailed description of the CRM System and how it works and integrates with the rest of the system.
Customer Contacts and Log
At this screen, you can record a log of each time you contact a customer and the nature of the contact. Under Customer Contacts, you can enter contact information for your customers.
Customer Information
At this screen you can enter detailed information about your customers including ship to information, and billing information.
Customer Financials
This is where you can view the financial standings of all your customers. This screen displays their AR Balance, Booked Orders, YTD Sales, YTD Payments, and other financial information about your customers.
Customer Transactions
At this screen you can review customer transactions to see what invoices are outstanding, and determine Customer AR, recent orders, and what the status of orders are.
Lead Management Overview
An overview of the Lead Management System and how it relates to the rest of the system and how it works with the rest of the system.
Lead Contacts and Log
This is where you can record and review Lead Contacts. At this screen you can also store information about your company's contacts.
Lead Information
At this screen you can record information about your company's leads.
Web Based Lead Management
An overview of the Web Based Lead Management System and how it integrates and works with the rest of the system. |
