Leads Management
This database stores all new enquiries. They can be imported from lists or from your website. Once actioned and qualified they can be transferred to the company's database for further processing.
Customer and Contact Management
The Companies and Contacts databases stores and manages all your customers and prospects. Companies can be segmented into types, industries, areas and groups. User defined fields allow you to customize the system for your business. Any number of contact people can be stored per customer. Your customers can be allocated to your branches as well as sales staff within branches.
Activity and Diary Management
Schedule your customer and prospect follow-ups using the Activity Management function. The system manages daily, weekly and monthly views of each sales person's diary.
Opportunity Tracking
Use the Opportunity Tracking functions to manage new business acquisitions. Define your own sales process for tracking the progress of your sales pipeline. The system generates a new business forecast based on expected order dates and sales probability percentages.
Performance Dashboard
This page presents a visual summary of the sales person's sales environment. The recent opportunities, activities, contacts and companies are all displayed. A graphical "funnel" representation of your sales pipeline is represented. New leads flowing into the system are also visible.
Automatic Push Reports
Configure the system to proactively send you regular statistics on your sales progress. Users can see their own stats and management can receive performance stats on their whole team.
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Mailing List Management
The system has a fully integrated email marketing function. Generate targeted lists; customize your own HTML message with text and graphics or pictures. Use same pre-defined templates to enhance the look of your message. The mail monitor tracks response rates of your marketing messages, numbers of reads, click throughs etc. In addition the bounces and unsubscribes are automatically updated into your system.--%>