This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an introduction to SalesHQ post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Introduction to SalesHQ video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time.
Internal salespeople can also be given access to their assigned customers giving access to all of the above; multiple salespeople can be assigned to the same clients (allowing managers to see all of their team’s customers).
Salespeople can also create prospects, raise quotes, orders and invoices as well run SSRS reports.
SalesHQ is a safe and secure cloud based business portal which is also simple and easy to use. It can be branded using your own company logo and/or image so users know they are in the right place.
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.This post is part of the GP Elementz from ISC Software series, but is also the series index for the Features of SalesHQ from ISC Software sub-series.
In this series of posts I am going to take a look at the features of the SalesHQ portal.
If you’re reading direct on azurecurve, the series index will automatically update, otherwise, you’ll need to check the original post to see the new posts.