Datacor CRM offers a secure and accessible portal that your customers can use to view product information, pricing, SDS, spec sheets, order status, invoices, A/R, and sales history. It also includes fully integrated order processing, where more than 12,000 orders are entered each month. This session will focus on the setup and operation of the Customer Portal and how your business can take advantage of its timesaving features:

• Customer Setup & Security
• Account Information (Products, Pricing, Orders, Invoices, A/R, Sales)
• Entering Orders in Datacor CRM
• Processing CRM Orders in Datacor ERP
• Order Notification & Confirmation
• Order Templates & Reminders
• Product Catalog