An Account is used to manage any relationship with another company or organization with which your company does business, including Prospects, Customers, Vendors, and Suppliers.
From an Account, you can view the Appointments, Assets, Contacts, Contracts, Documents, Emails, Events, Expenses, Mailings, Notes, Opportunities, Quotes, Sales Activities, Sales History, Support items, or Tasks that are associated with the Account or with any of the Contacts at the Account.
Every field on the Account is completely configurable, giving you the power to track only the information that is important to your business.
Account Management
Be Efficient
- Create new Accounts or review existing Accounts directly from Microsoft Outlook.
- View all Activities and communication related to an Account in one place.
- Launch document or email templates directly from an Account.
Be Effective
- Maintain a 360° of every customer with Business System Integration, which ties key sales and financial data directly from you ERP system to the Account in Tour de Force.
- Track any and all Account information that is important to your organization through the unlimited use of user-defined fields and/or categories.
- Create custom Account lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Account.
- Maximize your marketing efforts with the ability to create targeted marketing campaigns.