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Instantly access the right dialogue model for use with the customer; to maximise results from the customer contact –‘profit from contact’ |
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Instantly access Sales ready messaging to maximise results from sales pitches |
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Use Customer psychology to improve your sales volumes |
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Segment and colour code customers and suppliers |
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Single Unified View- of information including customer’s lifestyle, preferences, notes, details of last transaction and more |
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Integrated Help desk and built-in offshoring capabilities |
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Integration with Xten for SIP/VOIP and UK call charge reduction |
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Integrated View- of sales to date |
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Segment – both customers and products to gain a better understanding of your business |
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Record and keep track of all customer interactions |
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Run multiple marketing campaigns |
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| Analyse campaign results using Excel |
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| Keep as many records as you like- unlimited number of records |
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Map24 link and support for contacts; Click next to post code to access map 24 |
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Click on contact’s web address to auto launch Internet Explorer and their web page |
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Click on contact’s email address to auto launch Outlook Express or Outlook |
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Click on contact’s fax number to auto launch fax template |
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Click to search the internet for customer or contact related research and save
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Up to 4 search engines for internet research
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Integrated document, knowledge, and records management system
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| Keep record 100’s of Products with prices |
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Keep track of products in relation to each customer interaction |
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Keep track of network marketing and referral channels |
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Use 100’s of scripts for outbound telemarketing |
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Record 100’s of Helpdesk FAQs for improving customer services and/or technical support
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Integrated Task manager and Remind me alarms linking every customer interaction
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Set alarms for individual tasks and key dates |
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Link and store Excel spreadsheets relating to customers or suppliers automatically |
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Link and store Word documents relating to customer and suppliers automatically |
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Link and store PowerPoint presentations relating to customers and suppliers automatically |
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? Store additional addresses and detailed notes for every customer, supplier or contact |
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Keep track of time in relation to each transaction, appointment, task
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Set automatic reminders for recurring events like insurance renewal dates |
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Invoicing and sales register |
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Invoicing and sales register |
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Access to payments and receipts records
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Templates and direct access for sales letters, Purchase orders, Delivery notes |
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Set up permissions and passwords for different users |
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Multi-user version available for use over LANs of up to 20 users
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Customise it for remote or flexible working or call centre applications
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