- Salespersons can create calendar tasks for themselves or other users and can reassign calendar tasks to other users
- Calendar tasks linked to a company (customer, prospect or other), a contact or an opportunity if set up can be viewed either in a grid format or in a calendar and users can view others’ calendars
- Opening any calendar task automatically pulls up all transactions for that company
- While on the phone with a customer/prospect, from the calendar task, user can enter and keep multiple detailed call/meeting notes, update transactions in real-time, add multi-threaded notes, that will be seen by warehouse staff or customer service personnel, to any transaction, add new follow-up calendar tasks for any user
- In addition, users can access a customer’s full account details without exiting the calendar task, including sales and profitability and sales composition dashboards for the customer
- Calendar tasks can be sorted and filtered by date, user contact, company, calendar description, subject, detailed comments, etc.
- Create full prospect records with multiple contacts, comments, company type, assigned salesperson, etc. just as for customers
- Assign user-defined prospect types to track progress towards closing
- Track interactions using calendar tasks and/or notes on the prospect record
- Access the full product master to create quotes for prospects just as for customers
- When a deal is closed, with one button, move whole prospect record to a customer
- Quotes can then be moved directly to orders as needed
Execute Outbound Email Marketing Campaigns
- Use the blast email capabilities to run outbound email marketing campaigns
- Identify customers and prospects to be contacted and create email marketing campaigns to contact them
- Create attractive marketing materials for emails and/or attachments using a full-featured HTML editor
- Include images that are available from a publicly accessible server within your domain that will be accepted by email platforms such as Outlook
- Filter customers and prospects to pull up those identified for email marketing campaign
- Select the formatted email with attachment and and then then send the email to the whole selected population with one button
- Email blast results can be seen and/or exported to Excel
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