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Crik-IT provides vendor reps and staff with a
web-based, centralized location to record notes
about conversations, meetings, and issues.
Reps can record notes about dealer visits...
the A/R person can record notes about collection
calls... the sales manager can record
notes about discount negotiations.
And, contact notes can be assigned someone
else in the organization. So, for example,
a rep can record a pending contact note for the
A/R manager, asking the manager to call a dealer
about changing their credit limit. Crik-IT
automatically emails the person the note is
assigned to to let them know a new task has been
assigned to them. And, if a pending
contact note is past due, Crik-IT automatically
emails the person responsible for that note
reminding them of the outstanding task.
Crik-IT Contact Notes keep everyone in the
vendor's organization on the same page.
Only reps and vendor staff can access contact
notes. Vendor customers/dealers cannot see
them. |
