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Whether you are trying to open a new area of business, find additional opportunities
for what you do now or ensure you keep the customers you already have, you will find our system helps you.
We all know that it is usually more profitable to keep existing customers than to be
constantly having to replace them with new ones. This is why existing customers should also
appear in the prospecting system.
- Prospects can be Businesses or Private Individuals
- Existing Customers
Existing customer accounts have a single click icon to enable you to see all the marketing activity that has
taken place (for example sales visits), sales or marketing actions, profile etc. You can also return
to the customer account with a single click of an icon.
- Own Prospects versus Someone Else’s Prospects
These can be identified and either included or avoided
when selecting prospects for a marketing campaign.
- Marketing Campaign Management
Campaigns can be defined with stages. A workflow is available to follow-up
on the prospects within the campaign and move them on through the stages etc.
- Broadcast Groups
These are defined groups to whom you may wish to broadcast by Letter, Email
etc. Entire broadcast groups can be brought into a marketing campaign.