![]() Management can reference user action counts and lead information to get a sense of how the sales department is doing in comparison to quotas. Sales representatives, as well as back-office personnel, can reference the Machines in Field desk and the e-Automate book of business to glean insight into customer use cases through meter read information. Sales representatives can reference their activity reports in the field. Like ZohoCRM, Insightly offers a basic free version for up to three users and then runs up to. More accurate data is possible, leading to higher quality reporting. Insightly claims more than 300,000 users of its powerful small business, cloud based CRM application. Complete account information and history, including lease and asset information, is available on SalesChain’s mobile application, allowing sales representatives to make instantly accessible changes in the field. Duplicate information can be detected and eliminated, and information populated at different stages in the order process can be referenced all in one place. All employees contribute to the same data repository, providing an accurate and collaborative database. ![]() A secure, online solution is available at any time on any mobile device. Empower your digital and remote workforces with a single, uniform database.
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