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