- Get instant access to customer, prospect, or vendor contact information including history.
- Stay on top of your time with reminders, alerts and a complete view of your schedule and calendar in several formats.
- Send mass mailings via e-mail, letter, or fax merge with personalized and targeted messages from a centralized location to make your next campaign a success. Track the Lead Source for marketing management. You can even send out personalized and targeted html E-mail complete with photos and formatted text. All incoming and out going E-mail attaches to a contact history for future retrieval if necessary.
- Track your success rate on sales, appointments and calls with sales analysis tools.
- Analysis tools allow management to align and set territory revenue quotas and measure sales rep results and important success ratios to determine where coaching may be required. Programs come with a complete set of canned reports to analyze sales, print calendars and day timers or envelopes and labels in addition to contact printouts. Reports can also be customized or created from scratch.
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