1. Home
  2. Activity Management

Customer Activity Management

CRM - Customer Activity Management

A major strength of 3EX.NET Customer Relationship Management software is the construction of a 360 degree view of your customer. Upon identifying the customer, users are presented with tabbed and indexed information including:

  • The customer's sales order history
  • The customer's address, communication preferences and profile
  • The customer's account history (for companies selling on account)
  • The customer's returns history
  • The customer's contact and mailing history
  • The customer's year-on-year and month-on-month spend and profitability

The 3EX.NET CRM software interface has been specifically constructed to present information that is 'relevant to task'. This intuitive approach means customer service operatives are able to build a profile of the customer within seconds and, importantly, execute any task without any delay. Typical tasks include: creating a quote, entering a sales order, handling an order enquiry, allocating a payment, managing a return or detailing a greivance.

For a more detailed look at the functionality available within the 3EX.NET Activity Container, please Click Here.


Get in touch:

We have a strong track record in developing our clients into customer-focussed and successful organisations. If you want to take your CRM to the next level please contact our Customer Relationship Management specialists or call on 01772 455 052 today.