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In order to be competitive in today’s market place you must stay ahead of the competition. This means having the right tools at your fingertips. In the case of a contact management database, being able to track prospects, send information such as letters, cost estimates, documents in multiple formats to related prospects in a timely manor, is a must.

Consider you’re an inside sales rep setting an appointment for an outside sale rep. Use our Click to Call feature to Auto Dial the prospects phone number directly from your database, schedule an appointment and send the event to the outside sale rep’s mobile device instantly. The rep is able to run the appointment or attaches the event to their calendar.

Being able to view prospect’s location on a map allows for efficient scheduling and routing which save valuable time and money. Our integrated mapping solution does this and more. This enables you to forecast for future events.

Tracking your sales team and routing their events saves time and money and decreases the sales cycle. The back end process entails account management, from the contract agreements, order processing and billing your customers, these should be done as quickly and efficiently as possible.

  • Prospect database tracks all contacts and results, shows history and is linked to the calendar
  • Our calendar allows you to add events, viewing the status for current and past events for multiple users and groups, such as Admin, Sales or Service departments
  • US Zip code database does searches, shows information about any zip code, find distances between zip codes and the nearest zip codes within a radius
  • Built-in reporting features show several views, including reports with charts and graphs for employee activity and performance by the hour or date ranges, un-cleared events, appointments and follow-ups.

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