Account executives and sales reps will appreciate the ability to stay connected with their customers even when they're not in the office. Automated messages and customer portals provide additional service and enhance the customer's experience with your business. Smartphone apps provide on-the-go access for salespeople enabling faster and better customer support.
Your clients will be kept up-to-date on the status of their orders automatically from the system or by logging into their Customer Portal. When a design proof is ready to view, an order has been shipped, or a payment is due, default messages that you customize are sent to maintain communication between you and your customers.
Having a place where your customers can go, at their convenience, to view proofs, approve estimates, request bids, pay their bill, etc. is a great way to not only win business but also retain it. When they login to their portal, customers are greeted by their name and company logo and can clearly view items that need their attention.
An optional advanced Customer Portal allows customers to price their own jobs and place their own orders while giving brand new customers the ability to create their own account, place and pay for their order, and have it shipped directly to them without ever talking to a salesperson.