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The number of Account Packages needed by an organization depends on:
- the level of information that needs to be shared within a company,
- the degree of security required in the organization,
- the level of synchronization needed for offline or remote users,
- and the flexibility required for exporting and reporting data.
Organizations typically create an Account Package for each sales territory or salesperson in the company.
Account Management Features
- Virtually unlimited capability to profile Accounts through the design, set-up and management of User-defined Fields (UDFs) and/or Categories
- Custom views available within Outlook® to view all Accounts by UDFs/Categories
- Control of Account add/edit/delete capabilities through User permissions
- Single-view access to all Account/Contact activities
- Integrated SIC/NAICS look-up for all Accounts
- Integration of key sales and financial data from your business operating system through use of Tour de Force Business System Integration modules
- Tour de Force Business System Integration modules available for DISC®, Exchequer®, FACTS, Fourth ShiftT, MAS 90®, MAS 200T, Prelude, Prophet 21T and Solomon® software packages
Read about other features:
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