Pre-Sales CRM
Our simple Pre-sales and customer relationship management features fulfil key business requirements whilst remaining quick and easy to use.
- Tasks with task types e.g. appointment, phone call, to do, etc
- Scheduling of follow up calls & tasks with ability to assign it to a different user
- Multiple Contacts for each company
- Customer notes
- Create groups for your customers and contacts (New 2011)
- Mail merge letters
- Produce mailing lists based on filters
- Mailing Label production
The key additional features made available by selecting this module are;
- Register and progress every enquiry
- Register and progress every lead
- Register and progress every opportunity
- Register Sales Initiatives / Campaigns
You can create new contacts “as and when” required including importing them.
The Pre-Sales module controls, shares, monitors and assists with the progression of all pre-sales activities. It has an in built report engine that enables analysis of your success to help you do it even better.
Pre-Sales records, monitors and reports on one the most important parts of your business, how you manage sales enquiries from both existing and potential customers.
It enables you to measure and analyse the success of your sales initiatives and campaigns.
It creates a simple yet highly effective structure to assist your team to progress each and every sales contact with your customers.
This is not really a cold calling tool, Pre-Sales picks up at the first recognition of a sales possibility.
