Prospect Management

The Prospect Management system improves sales and marketing efforts by providing an organized database with user-defined criteria for tracking sales leads and prospects.

Entry and Inquiry

• Customize user-defined fields and default entries, giving the ability to create databases comprised of specific prospect/customer characteristics.
• Once the prospect/customer is identified, the user can immediately jump to the Quote or Order Entry function, check stock, review open orders, etc.
• Record unlimited notes in a comment file that automatically displays the date and time of the entry.
• Access a prospect/customer file quickly to immediately recall previous conversations.

Monitor Sales Functions

• Record all contacts and special notes, and automatically determine the next date the prospect/ customer should be contacted based on a userdefined frequency.
• Print a “hot” list of prospects to be called each day, along with the contact name, title and any special comments noted during past contacts.
• Outside sales personnel can login from remote locations to record call information, and update the file for follow-up by inside sales.
• Prevent discrepancies among individual salespeople by securing each prospect/customer base.
• Measure advertising effectiveness by entering the source of sales leads, and tracking the overall responses.
• Flag multiple prospects/customers to receive form letters based on user-selected criteria.

Letters

• Prepare personalized form letters to print, store, and recall them as needed.
• Automatically address the appropriate contact with the proper salutation and closing.
• Design letters to be consistent with your current company form letter.
• Coordinate direct mail campaigns for selected groups of prospects/customers based on several different criteria.
• Print mailing labels with contact names to accompany letters or mass mailings.
• Tailor call tracking and letter writing to enhance credit and collection efforts by creating a separate database for credit personnel.