Good documentation is a necessary component for any sales effort. It keeps everyone better informed and better prepared for the next steps in the sale.
The AccTRACKER Notes section is unique. They reside in one central location, contain the same functionality and are linked to an Active Account.
Everyone always knows where notes reside in AccTRACKER - in the Acct. Notes tab.
This makes accessing, entering, and reviewing notes simple. Unlike other CRM's where notes are scattered throughout, not centralized, and frustrating to use.
The fact that Account Notes are standardization keeps users aligned with each other - always using the same functions - never having to setup, configure or customize.
Notes contain advanced functionality that provides an extensive array of tools for documentation to effectively manage the sales and account management process.
They include:
