The CRM functionality built-in to The MultiPub System includes many features which will enable you to stay in touch with your customers.
You may schedule activities or calls for a customer or for a group of customers. When completing the activity, you may record an unlimited number of comments, as well as updating the status of the activity. You may also e-mail your customer directly from MultiPub.
Additionally, the Subscriber Inquiry screen places all pertinent customer information right at the finger-tips of your customer service and sales reps. You can view
- complete order history
- complete transaction history (every payment, order, adjustment, etc.)
- all comments and notes entered for a customer
- call history
- previous address information
- campaign information to view the sales literature/marketing offers presented to the customer
- all list selects (every list for which that name has been selected)
MultiPub also includes the ability to generate sales reports including:
Commission reports to assist you in calculating commissions due to sales reps
Order Activity reports by a variety of criteria to view your sales by item and by rep
Promotional Analysis reports to view the success and profitability of your campaigns
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