Today we start to fill a new Category within our blog.
In the Category “Workflow” we will introduce features which make your SalesKing able to be what it is, a quite complete internet-based Solution to organise all processes about CRM, documentmanagement and projectmanagement for agencys, freelancers, entrepreneurs as for small and mid-level companys.
Lets start today with a nice enhancement of our client-detail-view. You will get there, while clicking on a client within your clientlist. The client-detail-view shows you everything that is related with your client within SalesKing.
You are able to see all documents (invoices, estimates, credit-notes etc.), send Emails and made comments including the links to theese details.
Not visualised as to be in the front, there is also this intresting feature which provides the routing to your client.
If you click on the little questionmark directly at the adress of your client, SalesKing links you to googleMaps where instantly will appear the direct route from your company to your clients-adress.
The little ? comprises the routing-feature of SalesKing
- see, from where your clients are.
- for example seperate diffrent sales-areas on your googleMaps and map your clients on them – to organize your sales-teams.
- you do have a meeting with client XY? Check at one glance which other clients are near the meeting to optimize your sales-days.
Do you have more ideas to use this feature? How do you already use it?
Maybe to improve the routing of your deliverys?
Feel free to drop us a comment to this feature below.
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- Posted: on Monday, June 21st, 2010 at 4:21 pm
- Category: SalesKing, Workflow
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