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Purchase History

Having a complete Purchase History can help you learn a great deal about a number of different facets of your small business. Sales representatives will glean much needed background information with a customer by searching through the past purchase history, identifying critical upselling and cross-selling opportunities. Your customer will also appreciate having sales representatives that are informed, and know their history. A Purchase History can serve as a great refresher as to  the type of customer each account has been historically, and will also shed light on purchasing trends. On the flip side, a complete Purchase History can also help both marketing departments and inventory departments with key metrics they need. A Marketing representative can find out which products are popular at specific times of the year, and introduce new marketing campaigns to further expand on them. It can also help identify product lines that aren’t performing up to standard, which the marketing department can then help support. Inventory can use Purchase History information to make critical decisions regarding how much inventory they need to have on hand at any given time, and can help relieve Out of Stock (OOS) situations. The Purchase History information can be found in two locations – both linked to the customer’s account, as well as through custom reporting and analytics pages in the Salesboom hosted CRM application.

You can make your sales representatives the most well-informed in your market with Salesboom’s Purchase History solutions. You can take the free CRM software 30 day trial to see how much it can help your customer relations, marketing / product management, and inventory departments. Isn’t it time your customers respected the background knowledge your sales department brings to the table?

 

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