Customer Workflow and Analysis

Use the Customer Comments feature to maintain high level notes about your account base, that are then viewable by everyone. Flexibility is available to maintain and group these comments based on appropriate categories.

 

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WATCH HD VIDEOS

Please be patient after clicking on a video link. It may take a few minutes for videos to download, depending on the speed of your Internet connection. Videos are high-resolution to allow you to examine WorkflowAR in detail.

WorkflowAR
Full version includes all videos below (38 mb, opens in Windows Media Player, length 6:26)

Introduction and Homepage
(5.3 mb, opens in Windows Media Player)

Automating and Prioritizing Workflow
(4.4 mb, opens in Windows Media Player)

Financial Controls
(7.6 mb, opens in Windows Media Player)

Customer Analysis and Functionality
(9.1 mb, opens in Windows Media Player)

Portfolio Analysis
(7.5 mb, opens in Windows Media Player)

Executive Dashboard
(5.3 mb, opens in Windows Media Player)
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