Acctivate Certified Consulting Partner, Lynn Thames of Excel Software Services demos Excel Software Services’ third party web portal for Acctivate and shows how businesses can:
- Give customers an online portal where they can access their account information.
- Accept online orders from customers or sales reps without investing in a full scale e-commerce system.
- Increase the efficiency of sales reps with a mobile friendly portal into customers, products, and orders.
- Set up their own CRM or customer service channel utilizing Acctivate’s Business Activities.