GIVE SALESPEOPLE THE HELP THEY NEED

You need your sales people to spend their time selling. To give excellent service and achieve high productivity your sales people need to be organized, well-informed, and efficient. You can help them by giving them the SalesMark Contact Manager.

SalesMark Contact Manager is a sales information system that gives you control over all the various types of information you need about clients, prospects, and other people you contact. You can organize and store all the special information about your business needs. You'll be able to monitor and manage what's going on. And you sales people are just a keystroke away from the tools they need to do a great job.

• A way to see and maintain extensive and expandable standard information about any client,
       prospect, or contact person.
• The notes from every conversation or call made.
• Reminders of every promise made.
• Access to all related accounting information for clients, such as order status, account status, and
       automatic order-taking.
• A way to quickly create letters and specify literature or other items to be sent out.

WITH SALESMARK CONTACT, MANAGER, YOU CAN:

• Ensure quick access to sales facts for every customer and prospect.
• Know the current status of your sales prospects.
• Know what was discussed on all previous sales calls.
• Improve internal communication within your sales staff.
• Make sure every follow up promise is kept.
• Ensure that every client is getting attention.
• Increase the number of sales calls made per day.
• Know who your sales people are talking to, how they are spending their time, and what they are
       accomplishing.
• Integrate your accounting database and sales database to give faster, more accurate service.
• Grow you sales database as your needs change.

CLIENT/PROSPECT DATABASE

• Up to 36 user-defined record types
• Multi-screens per record
• Up to 10 search field per record
• Client data linked to A/R
• Territory masking for security per record
• Multiple contact persons

CALLS AND NOTES

• Unlimited number of conversation records
• Unlimited conversation text
• Search and review calls by date or topic
• Interrupt calls to access other functions
• Next contract date, time, reason per contact
• Note pad for reminders
• Management statistics

INTEGRATION INTO BUSINESS SYSTEM

• Hot key access to other business data
• Client inquiry into A/R, sales orders, invoice history, ship history, collections history
• Enter sales orders & quotes
• Product pricing/availability
• Automatically turn prospect info into a customer record

FOLLOWUPS/MAILINGS

• Create WordPerfect letters
• Mailing lists and labels
• User-defined follow up codes
• Interactive entry of follow up requests
• History of letters, literature..

REPORTING

• Multi-option call report for analysis and planning
• Daily report of scheduled calls
• Follow ups due & done report

OTHER SPECIAL FEATURES

• Automatic phone dialing
• Data import to create prospect records from purchased databases
• Create selective call campaigns
• Online messages and reference text
• Also used for vendors

INTEGRATION WITH RENTAL

• Share locations and product categories with Inventory/Sales
• Use Service Management to track repair costs and history for rental items