Contact Management
With Contact Management, you can start to build a customer list instantly every time someone calls on the phone or places an order. It keeps all your customers’ information in a single place; name, position, email, phone, fax and more. Salespeople never have to retype customer information into the system again. You can also use this information to build a marketing scheme to develop campaigns. Who should I sell to? Who bought certain items in the past? Who have we quoted certain items to? Who might be good candidates for an upcoming training class? The Contact Management makes you more efficient and helps you establish a better way to communicate with your customers.
Real Benefits
- Never have to retype information again
- Automatically prompt to add a new customer or contact
- Instantly create a contact database of your customers and vendors
- All customers' information on a single screen
- Use info to build marketing campaigns
Promote and Sell
Who should you sell to? Who’s bought a specific product in the past? Target your current customers and know what items to promote and sell. Send your customers information on new products or add-ons for items they have already purchased.
Create Marketing Campaigns
Using Contact Management you can send out marketing campaigns including product promotions, newsletters, product updates, training schedules, and more. Marketing campaigns help you keep in touch with all your customers and sell more.
Better Customer Service
By improving communications with your customer, you are improving your level of customer service. You can update them on warranty info or product updates. You can quickly email customers who purchased the product during a certain time period, and update them about expiring warranties or updates on outdated products.