CRM system - record every significant detail about each of your customers - build job quotations and send them by fax, email or post - who's who, where they are and what they do - sales and service order entry and tracking through to fulfilment - account balance and transaction details, spending histories - record, allocate, schedule and track customer service requests through to resolution - log meetings, phone calls, faxes, emails, correspondence, literature, etc. - record, allocate, schedule and track customer service requests through to resolution - schedule follow-ups, visits, meetings, courtesy calls, etc. - diarise activities, tasks and appointments for the day, week, month - track any number of concurrent sales opportunities against each customer - inventory information for each customer and service logs for each inventory item - issue and track return materials authorisations - sales and service documents, brochures, flyers, contracts, etc. - maintain a library of form letters for marketing sales, support and service - predefined after sales support and service plans - collect feedback, review and assign suggestions for action and follow-up - run scripted proactive telemarketing campaigns - run sales campaigns and track performance against budgets and forecasts - perform statistical analysis across database and generate tabular and graphical reports - maintain supplier information on who supplies what and how reliable they are - user definable reporting selection parameters, output to screen, printer, disk, email - manage product problems from report to successful resolution
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