Prospect Management
Capture information regarding cash sales and non-account customers with Liquidity’s Prospect Management facilities. By recording the most basic of details, all transactions from quotations to sales orders and sales history can be tracked and recalled by accessing a partial name, post code or address. Use buying history for cash sale customers to target sales campaigns and increase revenue.
Conversion of a cash sale customer who has purchased over a period of time to an account customer can be performed at the press of a button moving all transactional history to the new account automatically.