Typically, the firm captures the opportunity whether its from a new customer or an existing one and runs a structured sales process to manage the selling/buying process
from start to finish.
As the system is Microsoft Cloud based, users can securely access and log-in from anywhere with an internet connection.
This particular My Sales Machine instance also extends to an after sales Support Ticketing resource.
Clients are able to log support calls with the provider who can then manage a process of rectification.