Have a question about something in INSIGHT for CRM? Here are some of the areas that have been added to the documentation.
What is Insight for CRM?
Offering both AGRIS and CINCH integrations, INSIGHT channels accounting information into a customizable and intuitive dashboard, putting the power to make fast, data-driven decisions at your fingertips from anywhere, anytime.
Click HERE for a quick glimpse at how it works…
Who is Insight for CRM designed for?
- Executives can quickly identify key customers and use top-level data to make informed business decisions.
- Managers can easily compare sales from year to year, measure customer ROI, and be better equipped to guide and empower the sales team for maximum performance.
- Associates have the power to review and manage accounts from anywhere, as well as cross-share information regarding the sales process and customer interaction.
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Click HERE for more Insight for CRM documentation on the Greenstone Community.