Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue.
Instead of going through the long data-entry process across multiple pages, a HUD tool does the following:
- Complete overview of customer contacts including email, history, sales, and more
- Quickly update and add important opportunity information on same page as the overview
- See the images below for visual description of this HUD customization
- Read more about our HUD or Head-Up Display tools here
Image 1: Customer wanted to update the stage of the opportunity and expected close date. This tool provides quick access to editing.
Image 2: Bird’s eye view of entire HUD page and the tools.
Contact us to learn more or for help with your Vtiger database!
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