| ü | Record all Prospects & Clients on a central Database | ü | 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. |
| ü | A Prospect record can be classified by Salesperson, Status, Category, Origin, and optionally by Branch, Region, Business Potential, and Corporate Group. | ü | Product Purchase History is maintained by Customer, by Location. |
| ü | A monthly summary is maintained of incoming sales enquiries by lead origin (quantity & value). | ü | Monthly summary of Sales & Gross Profit by Customer. |
| ü | Conversion analysis shows (by month) enquiries converted into quotes, and into sales. | ü | Calling Route Plan by Region, by Salesperson |
| ü | Prospect Profiles allow you to define ‘sets’ of questions (by Industry?) that are typically asked of Prospects. You can then search across all answers given for selected text – to identify latent business opportunities. | ü | Salesperson Contact History can be analysed by a Prospect’s Rating, Industry to see what is the most effective mix of activities. |
| ü | You can record what Products/Services a “Prospect” currently uses, or have used previously, and what products they need in the future. Follow up dates can be added to prompt an “Itch Cycle” possible purchase/upgrade opportunity. | ü | Quotations sent can be analysed by Origin, Industry, Salesperson, and show due close dates and probability. |
| ü | The Telemarketing system allows you to import ‘raw’ Suspect names to be telemarketed – and then track the results to calls made. | ü | 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. |
| ü | One “Prospect” can have multiple Contact Names. | ü | You can also send one-off personalised letters directly from the database – updating the Prospect’s Contact History log automatically. |
| ü | Each Contact Name can have free format notes attached, plus by linked to “Mail Flags”. These mail flags are another way to select names for a direct Mail Campaign. | ü | Can go to any file and search across multiple fields, and multiple values to locate matching records. |
| ü | Report Generator is easy to configure reports. | ü | Flexible software design – add/remove fields, files, menus to suit. |
