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Relationship Management

In today's competitive marketplace, a company's most valuable asset is its existing customer base. It's critical to engage your existing customers and serve their needs.

Industry analysts predict that customer relationship management will have a lasting impact on how companies conduct business in the future.

Whether taking an order, entering notes, doing follow-ups or simply examining a company profile, this valuable information will streamline your sales and purchasing efforts.  Daily Schedules and Communications all in one place.

Schedule Notes, Meetings, Calls and To-do's - Scheduling Follow-ups and Building Dynamic Contact History with Customers, Prospects and Vendors is a Strong Relationship Building Tool that adds great value to your company and outstanding customer service.

Today's Outlook - Daily Schedules and Inter-Office Communications are dramatically improved because each Rep has their own On-Screen Personal Task List that displays their current tasks scheduled for today and past due tasks.  Managers are also more effective because they can easily review any individual's task list and contact history on screen.  They can even produce detailed printed reports of the same information.

Attach Documents, E-mail, Faxes & Sound Clips - Misunderstandings and Communication problems are eliminated with built-in Document Management.  Documents, Faxes, Voice Mails and Emails can attached to contact records and reviewed easily with a click of the mouse.

Demographic Information - Our Demographic Features further define Customer, Prospect and Vendor Profiles.  Your Sales Team will quickly know the answers to: "Where did this lead come from?" "How many Employees do they have?" "What Type of Company is this?" "What Products do they supply?" etc.  There are also 11 User Definable fields that further allow you to refine a profile specific to your company's needs.

Other Features

  • Unlimited Contact Names, Phone, Fax, E-Mail and Web Site

  • Send E-mail to the Selected Customer, Prospect or Vendor

  • Maintain Unlimited Ship To Addresses

  • Perform a Mail Merge Using Any Popular Word Processor

  • Automatic Entry of City and State when Zip Code Entered

  • Print Standard or Custom Labels with Post Net Barcodes


Related Applications
Sales & Distribution
Special Customer Pricing
Service & Maintenance
Custom Mailing Labels
Credit Card Processing
eCommerce Integration
Tutorials Available
Customer Relationships
Document Management
Unlimited Shipping Locations
Marketing Performance
Instant Stock Check
Fax & Email Quotes & Orders
Powerful Search Features

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