Implementing Sales Product Editor Allows Users to

Add Edit Grid Uses:

Entry-Level Staff adapt very quickly to the simple single screen with in-place editing and flow from start to finish in all CRM transaction order and operations management processes

Customer Service Staff can now easily be integrated to interact with the Sales Process tied more closely to the customer satisfaction support and services delivery functions.

Sales Administration will be delighted with the new ease of creating, and refining order-management documents Opportunities, Quotes, Orders, Invoices.

Sales Staff appreciates the significant improvement and simplification of creating, iterating, correcting, and managing the order process.

Sales Management appreciates the ability to assure a process of the highest efficiency, performance, and security.

Marketing Management that will expose the ability to more easily build data sets in all areas of CRM for market Analysis.

The CEO might like to take credit for such an effective fix or credit those that made it happen.

The entire company benefits from the enhanced productivity of the sales department when Sales Product Editor increases efficiency.

Assuming fields that categorize Products are already in CRM, or could be added as standardized Pick-lists in CRM, add those fields in or above the Sales Product Editor grid, and have MTC develop and insert a custom script to use the categorization fields as limits to the Product Look-up view to save lots of search and selection time.