The Prospect Management system improves sales and marketing efforts by providing an organized database with user-defined criteria for tracking sales leads and prospects.

Entry and Inquiry

Customize user-defined fields and default entries, giving the ability to create databases comprised of specific prospect/customer characteristics.
Once the prospect/customer is identified, the user can immediately jump to the Quote or Order Entry function, check stock, review open orders, etc.
Record unlimited notes in a comment file that automatically displays the date and time of the entry.
Access a prospect/customer file quickly to immediately recall previous conversations.

Monitor Sales Functions

Record all contacts and special notes, and automatically determine the next date the prospect/ customer should be contacted based on a user-defined frequency.
Print a "hot" list of prospects to be called each day, along with the contact name, title and any special comments noted during past contacts.
Outside sales personnel can login from remote locations to record call information, and update the file for follow-up by inside sales.
Prevent discrepancies among individual salespeople by securing each prospect/customer base.
Measure advertising effectiveness by entering the source of sales leads, and tracking the overall responses.
Flag multiple prospects/customers to receive form letters based on user-selected criteria.

Letters

Prepare personalized form letters to print, store, and recall them as needed.
Automatically address the appropriate contact with the proper salutation and closing.
Design letters to be consistent with your current company form letter.
Coordinate direct mail campaigns for selected groups of prospects/customers based on several different criteria.
Print mailing labels with contact names to accompany letters or mass mailings.
Tailor call tracking and letter writing to enhance credit and collection efforts by creating a separate database for credit personnel.

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