• Attach documents that you send your customers and also attach any document sent to you.
  • Rapidly identify the document of interest and access it by simply clicking the mouse.
  • Protect access to any document.
 

From time to time your customers and prospects will send you documents, this could be an invitation to tender for their specific project or it could perhaps be a circuit diagram for their latest product. It is vital that you know where these documents are stored for quick reference and equally important that other focused sales team members can access the information in your absence. The contact database has a single button that when pressed will point to any document on your computer and attach it.

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.