TAN Solutions Pack
TAN - Tasks, Activities, Attachments, Appointments, and Notes
360° customer management will enhance your relationship with each customer and save valuable time with Tasks, Activities, Attachments, Attachments, Appointments, and Notes (TAN). Now available in integraERP Premium Solution Pack and integraREP Premium. Businesses can organize tasks, document customer files, manage appointments, and have quick easy access to up-to-date customer information. Empower employees to act quickly throughout all departments of your company.
- Sales representatives can enter a task in a customer site or back at the office.
- A task can be assigned to other employees with options to indicate priority – instantly other departments can reply and support any task for the customer.
- Task can be marked completed once task has been satisfied and serve as a history of actions in customer file.
- Personal notifications when tasks are assigned, completed, or alerts to upcoming deadlines allows businesses to improve pipeline management.