Acumens Mobile Salesman, CRM & Customer Portal
BC‑integrated portal helps sales reps on the go: streamline order processing, track inventory, tap CRM insights, and process secure payments fast in the field.
The Acumens Mobile Salesman, CRM & Customer Portal solution provides an enhanced profile for salespersons. It has features from Acumens CRM Enhancements (WW) app and Acumens Mobile Sales & Customer Portal (NW) app.
Sales Forms
Enables the instant generation of specialized sales forms documents, including Special Orders, Sample Requests, Custom Products, and Transfer Orders
Contact Categorization
Segments contacts into Leads, Prospects, and Customers to enable precision targeting and streamlined pipeline management.
Sales Person Role Centre
Delivers a customize dashboard with real-time analytics to enable faster decisions.
Acumens Mobile Salesman, CRM & Customer Portal
Features
Sales Person Role Centre: Delivers a customize dashboard with real-time analytics to enable faster decisions.
Tiered Access Management: Supports multi-user access through a shared primary login, while a secondary authentication layer ensures data privacy and personalized workspaces.
Contact Categorization: Segments contacts into Leads, Prospects, and Customers to enable precision targeting and streamlined pipeline management.
Opportunity Lifecycle Tracking: Simplifies the creation and monitoring of sales opportunities, ensuring no lead falls through the cracks.
Creation of Interactions: Simplifies interaction creation and ensures that customer communications are logged.
Email Communication Templates: Elevates engagement and brand consistency through professional, pre-formatted templates designed to drive customer satisfaction.
Sales Forms: Enables the instant generation of specialized sales forms documents, including Special Orders, Sample Requests, Custom Products, and Transfer Orders.
Master Sales Orders: Facilitates long-term contract management by allowing users to track bulk commitments and draw down individual shipments over time.
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