CRM
Build targeted telephone, mail and e-mail campaigns using a single database, covering both your customers and your prospects. Access Prospect Manager includes field labels that can be personalised to match your own company or industry terminology and pop-up lists for validating data entry. Campaign data sets can be compiled using any search criteria, including lead source, status, territory, sales person and next action date.
New prospect records can be generated automatically, using data imported directly from your web site. And when you build your estimates and quotations, prices can be drawn directly from your price lists and stock control. Once an order has been received, converting prospects into customers takes just one click and you do not lose any contact history. Each record includes space for free-format notes and automatic date stamping is standard.
