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▶️ Learn more about how you can grow your catering sales with CaterZen: https://www.caterzen.com Every minute spent answering customer questions, or searching for invoices or tickets, is a minute you can't spend making more money. You'll see how our catering software makes child's play out of pulling up any piece of customer info...all without digging through file cabinets or unearthing boxes in your mini storage. ▶ What is CaterZen? CaterZen is an all-in-one web-based catering software company to help restaurants and catering businesses grow through sales, marketing and management tools. ▶ Is there a free trial? Yes! You can take a no-obligation 30-day trial of our software here: https://www.caterzen.com/catering-sof... ▶ Do you offer a demo of your software? Yes! Simply schedule a product walkthrough with Nell Herman, our Director of Enterprise Sales: https://www.caterzen.com/catering-sof... ▶ Follow us on these social media platforms for software updates and expert marketing and sales tips: Facebook: / caterzensoftware LinkedIn: / caterzen Twitter: / caterzensoft #cateringsoftware #cateringsales #cateringmarketing #catering --- Transcript: in this video you'll learn about features of our software that will help you manage customer service when a customer calls it's important to have their information easily organized in one place as opposed to messy filing cabinets and storage boxes to start you'll look up the customer once there you'll see summary statistics the first column shows you the date they first ordered on how many orders they've had to date the total amount they've spent with you and their most recent order this helps you gauge how valuable a customer might be to you and helps your staff judge what kind of customer you're dealing with in the next column you'll see contact information like address phone number and email if you click on the email hyperlink you can send an email to the customer right from this page in the last column you can have up to five highlighted notes for the customer this lets you know important information about a customer such as dietary restrictions or other specifications you'll find it really helpful to have this information quickly at your disposal at the top of the customer page you'll see related icons you can access things like notes for the customer to do's calls and meetings if you go to the orders icon you can view or edit orders so let's say a customer wants to view their last order before placing again you can go up to choose a function and email them the ticket view the production and food prep reports and if they want to place a similar order you can choose place order again next to the orders icon you can go through a similar process for quotes you can view invoices a couple over if you go to delivery addresses you can view the different delivery addresses for a customer if you select view map you can see where an address is located and get directions to get back to the main page for the customer you go to stats at the top left if you want to place an order from this page there will be an option to start new order whether you're building your catering business or already have a large catering base it's really convenient and important to have all the information about a customer in one organized place for everyone in your business to have access to