Customer CRM

 
   

Software For Your Business

Software and personalized service to provide you with the Knowledge and Control you need to effectively manage your business.

Affordably priced.

 


 

The Sales Prospecting module may well turn out to be your best investment ever made with respect to sales growth and profitability. Dealers are constantly amazed at the wealth of information that is presented by this module. You may find that you know more about the buying habits of your competitor's customers than your competitor knows.


Know what you have scheduled and when

The Sales Prospecting system contains a complete appointment and task scheduler with daily, monthly, weekly, and yearly views.  Also a planner view can be displayed.  Each appointment can be color coded and reminders set. 
A report will print a list of calls to be made for each salesrep for a specified date range.
The appointment records will show the contact history and date/time for each follow-up.
Contact history is maintained for as long as desired.
A report listing appointments not completed by each salesrep is a valuable management tool. How often has a sale been lost because the salesrep did not follow-up in a timely manner on a lead, proposal or demo.
Comments may be entered for each contact. This will allow a detailed explanation of what the contact was about. This can be used to get new salesreps selling in a shorter time when existing salesreps leave your firm.
Statistics on each type of contact or call can be maintained for each salesrep. The statistics report is used to measure salesrep productivity.

Information, information, information!

An example is when your sales people call on a new prospect. They can gather a wealth of information about what types of office equipment the prospect uses, such as brand and model, expiration date of service contracts and types of contract. Now you know what type of toner they need, normal paper usage, etc.
Have the ability to maintain multiple contacts within a prospect and selectively sort to determine the relationship with other firms within your market area with SIC code comparisons.
Each prospect may have up to 150 yes/no qualifiers assigned, as well as up to twenty-one user defined data fields.
Track decision maker's name, title, and phone numbers with fields to record who influences the buying decision.
Competitive equipment is maintained by SIC (Standard Industrial Classification) code, customer location, type of equipment, purchase or rental, term of contract, billing terms, current volume, contract expiration, and special customer needs that may or may not be satisfied by the current equipment or supplier.
Supplies and other renewable inventory is loaded into the Sales Prospecting system from the Service Dispatch, and Invoicing systems.

Time savers help your sales grow

Sales territories may be maintained by zip code, selected markets, and specialized equipment.
The ability to print mailing labels or envelopes for prospects after sorting.
The Sales Prospecting system measures supply potential by manufacturer, equipment type, and copy volume. A report is printed showing potential versus actual purchases by customer for all consumable supplies.
Lead generation based on historical and future known facts by prospect and user needs.
A complete mail list file is maintained with the ability to select any combination of "and", "or", or "not" search on qualifiers.
A complete mailing history of date and content of each mailing to every prospect may be maintained and reviewed.
The sorted prospects may be interfaced to a word processing program so that correspondence may be sent to all prospects selected in the search.
Machine sales can be forecast by comparing recommended monthly usage on each copier to actual monthly usage. The report will print a list of all copiers eligible for upgrades.
Reports are available to forecast supply sales based on past buying habits of your customers. This enables you to call the customer before another dealership to get those supplies.
Sales prospecting information can be dumped to a Palm handheld or notebook computer so that the salesrep can have up to the minute information about their prospect, including appointments, service history, and purchasing history.

Know about your customers without hassling the accounting and service departments.

Gather sales information from your own sales department about your customers. Information is also gathered from your sales staff who are calling on new, prospective customers.
Contract information on your customers as well as prospects is maintained showing all contract information including a purchase amount to facilitate upgrades.
Every time a meter reading is taken in the Service Dispatch or Contract Billing system, the reading is put in the Sales Prospecting system.
Full service history may be displayed by the sales rep without the use of the service dispatch system.
Purchase history may be displayed or printed by the salesreps.

Sales Campaigns, Email Campaigns, Newsletter, Email Newsletters,  Sales Forecasts, Pipeline management,  Sales Funnel Management, and more.

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