 |
Send
emails and internet faxes (and attachments) to multiple customers and
suppliers quickly and easily. Contact history is |
| |
automatically
updated including follow-up date, sales rep etc |
|
Ideal
for sending sophisticated HTML e-Newsletters for marketing |
|
Select
recipients based using advanced queries. For example, select
customers who have purchased product X in the last |
| |
6 months and send
targeted offer |
|
Instantly
produce personalised letters. Standard letters for debt
collection, new customer welcome and more included. |
|
Create
your own customised letters. |
|
Assign
departments to different contacts. For example, Joe Smith
in Sales, Jane Jones in Accounts etc. |
|
Emails,
faxes and letters can be addressed to contacts in a selected
department. For example, send product promotion to |
| |
contacts in
Sales departments; send debt collection letters to Accounts etc |
|
Assign
contact type code every time you update contact history so that you
can view and track contacts efficiently. For example, |
| |
see debt
collection calls, sales calls or see all contacts. Allows you to
get the big picture fo all contacts made to a customer. |
|
To
do list based on follow-up date allows each person to follow-up
contacts. For example, Accounts can follow-up promised |
| |
customer
payments based on follow-up date, Sales can follow up quotes etc |
|
Create
up to 84 additional fields to store information about your customers
and suppliers. For example, demographic data, |
| |
spouse information
etc |
|
Create
your own on-screen enquiries and reports. For example, create an
enquiry which shows top 10 products purchased |
| |
by a customer for
telemarketing or sales profiling, overdue invoices etc |
|
Advanced
search facility. Search by name, phone number, contact or any
other field |
| |
|
