OfficeBooks takes a simple approach to CRM.
- Organic data collection. Good CRM practice involves keeping track of your transactions with a customer (or potential customer). As you use OfficeBooks, you build a transaction (sales) history for your customers. Viewing a list of sales or quotations to a specific customer is as simple as clicking a link.
- Internal data sharing. Since OfficeBooks is designed to support an open books management approach, your staff can provide customers with a seamless experience.