For scenarios where a sales request goes through various departments & processing stages Stack|N|Trace's workflow based solution with triggers & action items, such as approvals can come in handy for streamlining business operations.
Spot and resolve bottlenecks pertaining to a sales request using Stack|N|Trace's intuitive visual pipeline view where one can clearly see a request's path. Bottlenecks related to a group of requests can also be effectively troubleshooted using the pipeline view analysis for a range of requests.
Never miss a follow-up with Stack|N|Trace CRM's push and email notifications for tasks and follow-up activities, whether it's sales visits or preparing for packing and shipping.
Want to monitor your team's follow-ups? Stack|N|Trace CRM, based on business rules, allows the sales head or a territory manager to subcribe to an associate member's follow-ups as needed to ensure that no follow-ups are missed during the day.
Email threads running into pages will be a thing of the past. With Stack|N|Trace CRM chats are confined to the realm of a specific request, making it less cumbersome for the operations team to digest the messages and take lucid action. Share files annotate just like you would do on your social network.
Configurable from both the management's and user's end, the notification system features integration of email with email delivery service providers to ensure deliverability of emails along with deliverability reports.
Stack|N|Trace CRM creates all necessary shipping documents in one go from the order area without the need for copying and pasting between different files.
Manage delivery deadlines better with an optional add-on that integrates finished goods inventory on the shop floor with the order book, providing real-time updates on the order status and keeping you and the customer informed of any changes.
While sales and operations go about their tasks, the management can get a bird's eye view of each of the major activities handled by the Stack|N|Trace CRM through a comprehensively engineered set of dashboards/ analytics. Get the big picture for each set to activities performed inside the system and drill down to the basics whenever required.
If past sales data has been maintained on an accounting system such as Tally or an ERP, they could brought in to Stack|N|Trace system for quicker and wider analysis using a table or a chart based approach.
All of the dashboard, forms, features tools, registers, reports available in Stack|N|Trace CRM will work seamlessly on the mobile just as they would on your browser, giving you an edge, when on the go.
There are plently of options in Stack|N|Trace CRM that goes beyond what general CRMs offer. These include:
