Schedule Notes, Meetings, Calls and
To-do's - Scheduling Follow-ups and Building Dynamic Contact History with
Customers, Prospects and Vendors is a Strong Relationship Building Tool that
adds great value to your company and outstanding customer service.
Today's Outlook - Daily
Schedules and Inter-Office Communications are dramatically improved because
each Rep has their own
On-Screen Personal Task List that displays their current tasks scheduled
for today and past due tasks.
Managers are also more effective because they can easily review any individual's
task list and contact history on screen. They can even produce
detailed printed reports of the same information.
Attach Documents, E-mail, Faxes
& Sound Clips - Misunderstandings and Communication problems are eliminated with
built-in Document Management. Documents, Faxes, Voice Mails and Emails
can attached to contact records and reviewed easily with a click of the
mouse.
Demographic Information
- Our Demographic Features further
define Customer, Prospect and Vendor Profiles. Your Sales Team will
quickly know the answers to: "Where did this lead come from?" "How many
Employees do they have?" "What Type of Company is this?" "What
Products do they supply?" etc. There are also 11 User Definable
fields that further allow you to refine a profile specific to your
company's needs.
Other Features
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Unlimited Contact Names,
Phone, Fax, E-Mail and Web Site
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Send E-mail to the Selected Customer, Prospect or Vendor
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Maintain Unlimited Ship To Addresses
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Perform a Mail Merge
Using Any Popular Word Processor
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Automatic Entry of City and State when Zip Code Entered
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Print Standard or Custom Labels with
Post Net Barcodes