Between salespeople, management and overseers, many hands touch your sales and sales pipeline. While this is great for quality management and control, each handoff opens up the opportunity to lose information in the transfer. You need a sales management solution that keeps every user abreast of changes to avoid mistakes, inventory errors and duplicate entries.
With the CRM Sales Foundation package by SMB Suite, your business management software is completely integrated with Outlook and your other Microsoft Office reporting tools. Real-time updates and refreshes span every platform you’re working on and include every task, from quote requests to management approvals.