Rapidly search account and contact information on any field.

Articulate who the focused sales team is and identify the accounts of strategic importance.

Display the sales history and what products have been installed.

Insert high-level and low-level notes.

Attach documents to individuals and keep them private if necessary.

Illustrate the competitive landscape and product interest.

Keep a notepad with each account and contact entry.

The contact database is the central hub for the complete Account Manager environment and it is completely integrated with all the modules for increased productivity. This module will provide all the key compelling information you could ever need about an account or an individual, not just where they live and how you can get hold of them.

When working in a team that is focused on the common goal of managing and procuring new business you will want to know that everyone can articulate and demonstrate knowledge about your customer or prospect when they call. Whenever you enter information into the contact database it is immediately available to everyone who has a proxy and the default proxy will allow these very same people to add information at anytime as it happens, real time.

 

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.

Modules
   
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS