‘Customer Entity ID’ Integration

customertrax 1. Handle CRM 1.0, x. Uncategorized

An opportunity is designed to act as a folder to house all information around a deal to sell, price, close, and fulfill it. This all assumes the opportunity is identified early in the sales process.

There are however times that opportunities are identified at the same time a quote is needed. When this occurs starting with an opportunity can seem like an extra step making the process clunky. With Handle’s new streamlined quote process, you can create a quote with less clicks, send trade information, and link quotes to opportunities faster.

Handle has streamlined the process for creating a quote by integrating CKC. As you kick off your quotes, Handle will provide a drop-down of any CKC/JDaim accounts from previously linked quotes on that account. It remembers which accounts have been matched in the past (even by other team members).

Handle will then pass that CKC account directly to JDQuote. This means you will not have to search for the customer later in JDQuote when starting your quotes in Handle. Handle now bridges the gap between business system accounts and any customer record in John Deere CSC.

Note: The CKC accounts available will be based on your JDQuote activity and history.

*If the CKC ID changes in JDaim/JDQuote a new quote must be created

customertrax‘Customer Entity ID’ Integration