Sales Workbench is a Computer Telephony Integration Solution that helps you to increase customer service levels. Through an interface between your computer and phone system, your database can then display the incoming caller’s contact record before you even answer the phone! If you are an ADAGE user you can launch any ADAGE screen (based on ADAGE security) directly from the workbench.
Sales Workbench provides the following information out of the box:
- Invoices
- Sales Orders
- 10 most requesting products
- Volume Requested
- Available to promise
- Credit Exposure
- Total Value of Open Orders
- Total Value of Open Invoices
- Total Value of Debit and Credit Memos
- Line of Credit
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