Assign Multiple Opportunities to a Project In CRM

When managing customer relationships and recording interactions, it is essential to ensure that there are processes in place for this to be achieved simply, accurately and in a streamlined manner. However, where a business has an ongoing project with multiple...Read more

Enhanced Task Visibility In OrderWise CRM

CRM systems are an increasingly effective mechanism with which businesses can manage all their customer interactions, tasks to be undertaken, and more. This is particularly important as often situations can occur where staff will be speaking to customers regarding...Read more

View Your Contact Manager Notes Within Key OrderWise Grids

Effectively maintaining customer and supplier relationships is a crucial element of business success, however keeping accurate records of communications can be difficult. By not managing tasks in a structured manner and providing staff with easy access to relevant...Read more

5 Beneficial Additions To OrderWise KPI Dashboards

In order to stay ahead of the game in today’s fast-paced market, businesses need to make quick and well informed decisions using relevant information. Easily accessible performance statistics need to be clear and understandable so key areas that need focus can be...Read more