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CUSTOMER RELATIONSHIP MANAGEMENT

Stay informed. Stay ahead. Stay close to your customers. iQuest Customer Relationship Management (CRM) connects your team with your customers to provide excellent services and increase sales, through customer web portal, smart event alert, team communication, and opportunity manager.

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iSERVE Web Portal

Pull your customers closer through a self-help web portal. Deliver customer services 24*7 even during off hours. The portal is also a safe access point for your outside rep. Web access is protected by permission manager.

 

Product inquiry

Customer-specific price calculator

Account status

Sales history

Payment history

Order inquiry

Invoice inquiry

Quote inquiry

Return inquiry

Reprint order & invoice

 

SMART AGENT

Rule-based business event monitor will send email alert to your team, customers, or anyone you designate, to take action.

 

Comprehensive alerts cover broad range of events

Flexible rule settings

Order attachment to enhance alert clarity

Edit alert content

Order size filter to reduce alert volume

 

iNOTE Task Manager  

Focus user attention at increasing customer satisfaction. Eliminate causes for being uninformed.

 

Assign task to multiple team members

Set priority and due date

Mark confidential task

Reminder by user, by subject, by customer, by product, by vendor

Communicate task resolution with team

End-to-end customer issue management

 

Microsoft Outlook integration allows iQuest to keep your team in constant contact with customer issues. Key advantages include:

 

Communicate offline even when user is not in iQuest

Ideal for outside rep who do not have access to iQuest

Mobile solution – perfect for sales team on the go

Alert executives who are not active users of iQuest

No training needed

 

Opportunity Manager  

Watch every quote so you can close the sale more easily with the Opportunity Manager.