- Show the Last Activity in the Customer Listing, allowing you to sort or filter to find high value customers that you might have missed talking to recently or after a large order.
- Run a Sales Activity Report for you manufacturer to let them know how busy you've been, not just with in-person visits but the amount of time you spend on the phone with customers or end users.
- Review previous appointments and notes before going into a customer, for a refresher on what you talked about last time.
We are always looking for ways to increase our productivity. This example uses IFTTT to make Calendar Appointments for your Incoming and Outgoing calls. Once the appointments are created in your Google Calendar, they will synchronize via MRSware Sync into MRSware. Once that appointment is recorded in MRSware, there are many uses, including:
Integration -- Connecting MRSware to other Systems
MRSware connects to and both reads and writes data with various 3rd-party software programs. Through these integration points, Users can connect other software programs they use to MRSware and vice-versa, allowing everyone to use the most effective or familiar program to achieve their workflow while still maintaining a central database for their business.