Prospecting and CRM
Designed as a true salesman's tool, this module has full Contact Relationship Management (CRM) functionality.
With user defined Sales Ratings, Markets, Keywords and Opportunities along with unlimited contacts with associated interests you are able to maintain a powerful sales focused database.
Action Notes linked to the contact and/or opportunity help to monitor salesrep activity.
Action reminders optionally linking to an Outlook diary help to plan a sales person's week.
As part of the main SolPrint database details about quotes and jobs are a click away.
Moreover we also offer various printing modules including MIS Console, Customer XN and Estimating.
Product ordering patterns can be used to help focus sales activity into the right areas.
- Full contact relationship management features.
- User defined sales ratings and markets.
- User defined keywords against prospects.
- Unlimited contacts per account.
- User defined interests against contacts.
- Unlimited notes against prospect or contact with automatic date/time stamp.
- Automatic link to personalised standard letters with mail merge feature.
- Activity and mail history.
- Next contact reminder.
- Product re-order prompting.
- Salesrep daily call sheet/diary facility.
- Review Estimate/Work in Progress/Historical Jobs.