Sales Login Overview

The Sales login allows your team to manage your customer accounts, callbacks and diary items when outside the office.

Here’s a quick run-down of what Clik Remote Sales has to offer:

Quotes

Give your sales team the ability to create quotes whilst out and about. These quotes can be converted into sales orders within the remote software.

CRM

Quickly navigate your customers’ database and view their activity and communication with your business. From the CRM, you can create callbacks and view contacts.

Sales Process

With Clik Remote, you can follow your regular sales process and turn a sales enquiry into a quote, sales order, invoice and so on.

Dashboard

Using the unique dashboard is a great way to get full visibility of your sales for the month, thanks to a bespoke set of customisable widgets and graphs that are important to you and your business goals. You can focus on quotes or sales orders for each month, or number of callbacks you have for the day.

Documents

Make important documents available for your sales team to view and download in Clik Remote. Your team can also upload documents, such as images, to quotes, sales orders and invoices, so they can be accessed later in the office.

Diary

Your sales team will be able to view any calls backs or appointments in the easy-to-navigate diary.

Templates

Access your quotes, sales orders and invoice templates and email them as a PDF, all directly through Clik Remote.

Available in Clik Remote Sales:

• Dashboard
• CRM
• Quotes
• Sales orders
• Sales enquiries
• Invoice
• Diary
• Documents

Want a deeper look into Clik Remote Manager? Why not get in touch with our team to get a live demo and see what it has to offer for your business.