Enhanced Power Filters
- Steve Evans
* Power filters provide a means to search your customers and/or leads by a very large number of criteria. Once you have the results you want, you can save the filter for re-use.
* You can view the results in the Customers page (viewing all customers matching your criteria), or as a list of the contacts at those customers with their contact details. You can also create a Call List or finally, view them on a Google map with actionable pins.
* We have now added some very powerful Trading Filters as a new set of criteria:
* In the above example we can look for customers who ordered furniture between two dates but not Dining Furniture. You can also add filters for sales channel, maybe to look at web sales, trade show sales etc.
You can also filter on specific products, for example which customers have bought from a product group – say “Mirrors” but NOT bought a particular best-selling mirror.
Endless opportunities to mine your data, understand your customers buying trends and create actions to drive sales.
* We have also added a new Variances Filter:
This is designed to identify customers whose trading is up or down by a given percentage across two time periods.