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Provides sales managers with visibility of their sales teams’ activities at the customer level, without the need to run a series of reports.

CRM QuickView

CRM QuickView gives you instant figures and statistics right at the customer level, so you can see when the last contact was made and what follow-ups are planned.

 

In addition, CRM QuickView offers advanced per-customer activity metrics, and an in-depth order history functionality, including last opportunity, last estimate, last sales order, and last invoice.

CRM QuickView gives you instant figures and statistics right at the customer level, so you can see when the last contact was made and what follow-ups are planned.

CRM QuickView will free up sales manager’s time, so that they can spend their time maximising the benefits that NetSuite's sophisticated CRM and ERP functionality offers, rather than being bogged down in reporting.

Visibility of sales teams’ activities, without the need to run a series of reports.

No need to run reports to see whats important

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