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Record all Prospects & Clients on a central Database |
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Salesperson Targets can be compared to actual Performance – both activities, sales, profit. |
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A Prospect record can be classified by Salesperson, Status, Category, Origin, and optionally by Branch, Region, Business Potential, and Corporate Group. |
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The quotation register shows due close dates and probability. |
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One “Prospect” can have multiple Contact Names. |
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A documents register of MS-Word documents, pdf files, photos, CAD Drawings, etc can be linked to a Client – with a ‘click’ to open to up. |
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Each Contact Name can have free format notes attached, plus by linked to Mail Flags” |
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You can send Prospects personalised letters directly from the database – updating the Contact History log automatically. |
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One “Prospect” can have multiple Delivery Site Locations. |
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Follow up dates update the salesperson diary – prioritised according to the Prospect’s Status/Rating. |
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You can ‘click’ on an address to link into Google Maps – to show directions of how to get there. |
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Hot Prospect listings are shown by Salesperson. |
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You can ‘click’ on an email address to link to MS-Outlook. |
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You can search & locate a Prospect record by knowing Surname, First Name, Phone Number, Email Address, Post Code, or just by entering any part of the Business Name. |
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You can ‘click’ on a web address to open up MS-Internet Explorer |
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Can go to any file and search across multiple fields, and multiple values to locate matching records. |
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Product Purchase History is maintained by Customer, by Location. |
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Can search by a Prospect’s birthday (if known). |
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Monthly summary of Sales & Gross Profit by Customer. |
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Quotes can be entered, and then converted to a Sales Order/Invoice without re-keying. |
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Calling Route Plan by Region, by Salesperson |
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Report Generator is easy to configure reports. |
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Prospect Profiles allow answers to commonly asked questions to be recorded & searched upon. |
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Flexible software design – add/remove fields, files, menus to suit. |
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You can record what Products/Services a “Prospect” currently uses, and what products they need in the future. |
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Contact History can be maintained by Prospect, Employee, and by Activity Type. |
