If a client had a specific question on a sales opportunity, we had to search them in Excel and then locate the relevant correspondence trail in Outlook, which was very cumbersome.
More Quotes from Nigel Kelly:
We wanted a single point of contact to record all incoming or outgoing correspondence related to a particular sales opportunity, in a way that everyone had access to exactly the same information. We also wanted a solution that enabled us to travel with the most current, up-to-date sales information available.Nigel Kelly
With the sales correspondence trail confined to an individual salespersons Outlook or paper-based diary, if they were out of the office or in another time zone it was nearly impossible for anyone else to address an incoming request from one of their clien
Nigel Kelly
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