PDi CRM Customer product budgets

PDi CRM Customer product budgets

PDi CRM Customer Product BudgetPDi CRM Customer product budgets can be captured within CRM. Maintain budgets for each customer and products purchased both at the quantity level and sales value.

Budget -v- Actuals reports can be generated by customer, sales rep and customer, inventory category as required.

Actual values are loaded from Sage Pastel Accounting at the time of maintaining or setting budgets. PDi CRM also comes with an external component that can update your actual values once a day at a required time.

View the screen cast below for a guided tour