exclusivesoftware.com - Soaring Invoice review

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Data Conversion Services

Soaring Invoice review

Extend the information available to your Sales Reps with our web interface from Soaring to OMD

Combine the security and access restrictions built in to Soaring with the additional information needed to better analyze customer needs direct from OMD
Utilizing the built in security of Soaring combined with encoded URL access, sales reps are only able to view information for their own customer base. Before a rep can see any invoice details, they must have access to the customer in Soaring. Once they have located the customer, they click the [Web] button circled below to see the information for this customer.

From here, a web browser page opens that shows the invoice overview (and Detail) for their customer.

URLS are encoded, your Sales reps only have access to the customers that they can see in Soaring. an OMD user license is not required.

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