A Complete View of Customer Interactions in one place. No need to search multiple places for the customer interactions and conducted business. ACT! History Tab is updated with calls, emails, quotes, quote history, sales purchases, and marketing events in one place.
Synchronized Customer and Vendor Transactions with ACT! Eliminates dual entry updating so they behave like one database. Organization and related contact details including phone numbers and address information is synchronized between the ACT! and IQ reseller automatically.
User Accessibility based on IQ reseller Customer and Vendor security settings. Insures that valuable customers and vendors can remain confidential and limited to the rep in charge of that account.
Single entry of contact and organization information in ACT! IQ reseller allows user to associate organization to a pre-existing IQ reseller organization in one click, or create a new organization and add all the ACT! contacts with just a few clicks. Eliminates duplicate organizations created from spelling inconsistencies.
ACT! Opportunity is created when an IQ reseller quote is created. Rich sales, purchase, line item quote history and market pricing intelligence exists in IQ reseller. Use IQ to quickly create accurate quotes and the resulting opportunity is automatically created in ACT! With all of the line item detail and comments to that particular opportunity.
Documents Tab Stores PDF’s from all Transaction Events. All transaction documents are stored in the ACT! Documents tab. Any change to a quote or opportunity in IQ reseller creates an updated PDF. The full documented line item quote history is always available.
Copy Quotes to Sales or to new Quotes in one click. Speedy workflow allows sales people to concentrate on selling. Copy Sales to Purchase too.
ChannelOnline Feature Benefit:
Orders flow into IQ reseller from E-commerce store and CRM solution without any re-entry. Saving hours of re-entry time depending on your order volume per day, week, or month. Eliminates re-entry mistakes too.
New Item sku numbers, Manufacturer and descriptions are automatically added to IQ. Save the huge task of constantly entering new item sku numbers, manufacturer, and descriptions on the over 350,000 products that may be ordered through ChannelOnline.
Auto-create purchase orders for each sale. No need to re-enter items and ship to addresses.
Lowest cost distributor price information is retained by IQ reseller. IQ resellers auto-created purchase orders for each sale will group the lowest cost sku’s from each distributor on multiple distributor purchase orders. Negotiate and adjust line item pricing if desired.
New customer and contact information is brought seamlessly into IQ reseller. IQ reseller allows user to associate organization to a pre-existing IQ reseller organization in one click, or create a new organization and add all the ACT! contacts with just a few clicks. Eliminates duplicate organizations created from spelling inconsistencies.
Serial numbers easily recorded before or after invoicing and appear on invoice and RMA’s. You know what serial number was shipped allowing effective decisions on warranty and returns. Eliminates a customer returning to you another vendors product.
