Page 363 - DMGT308_CUSTOMER_RELATIONSHIP_MANAGEMENT
P. 363
Customer Relationship Management
Notes Appointment Scheduling
This facilitates creating, viewing and rescheduling appointments by a sales representative on
his PDA. A unique feature is re-routing of appointments to the central server for allocation. This
facility allows the Sales Representative to view appointments for the current week/day. They
also have the option of rescheduling the appointments.
Figure 14.2: Appointment Scheduling
Source: http://www.salesboom.com/products/web-based_sales_quote_management_software.html
The Sales Representative can also view the list of customers available in the PDA. They can view
the customers based on Customer ID or Customer Name.
Order Management
Figure 14.3: Order Management
Source: http://www.salesboom.com/products/web-based_sales_quote_management_software.html
Sales representative can manage inquiries, quotations and sales orders on their device. Basic
functionalities like capturing user requirements, suggesting solutions etc are possible. Viewing
order status is a key feature of this module.
358 LOVELY PROFESSIONAL UNIVERSITY
