Efficy CRM offers an integrated product encyclopedia. Products can be listed either as single products or as packages, grouping a number of single products. For each product, there is a description, providing details about: its general characteristics, its price, sales pitch, inventory or promotional rates/dates.
A product manager can be assigned to each product and can view all claims and/or complaints related to a product. From this product screen, sales representatives are offered a description of the selling points of the product, as well as possible references from clients who have purchased this product in the past. You can also attach electronic documentation to a product.
In general terms, the content of this product base is either edited directly by the marketing department or generated by an external source.
The products are then accessible to the sales force when establishing a quote.