Link your events to contact records automatically
by simply double clicking the mouse.
Automatically store searchable events and notes
for every contact.
View the account history which includes calls,
meetings, to-do items, e-mail, sales collateral, quotations,
forecast entries, visit reports, opportunities and sales projects
for every account.
Conduct filtered mail merge letters, labels
and e-mails with just a few clicks of the mouse.
Manage your pipeline by adopting the first principles
of sales forecasting and quickly articulate what's needed to
happen next for sales closure.
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Display calls, meetings, to-do, quotations,
forecast, opportunity and project items associated with all your
contacts in the Account History tab.
Create fully customizable reports that are
capable of tunnelling into all your data and delivering compelling
reports.
Attach letters, proposals, in fact almost any
document to your contacts with just the click of the mouse.
 Manage
your price list information from technical contact information
to Internet/Intranet links.
With integrated links to the Price List module
create quotations automatically and reduce the time needed
and the number of errors. |
