Contact Management- includes all profiles for leads and prospects with demographics, document and image management, and a contact list for each profile. Make and track appointments for meetings. Keeps a referral database and a notes diary for all clients. A special feature called My Desk personalizes each user's appointments, propsects, calls and follow-up reminders.
Pricing- Create special pricing models based on costs that are categorized, allowing you to adjust and recalculate effective and competitive pricing for your products. Create an maintain rate schedules for all products and services, for regular, special sales and discounts and geographic locations.
Promotions- Flexible planning for advertising and marketing campaigns, track all expenditures, vendors and collateral. Marketing Budgets are automated in planning, down to the department level. Promotions can be coded and in combination with referrals we help you trace back return on a campaign as well as particular parts of the campaign, for instance TV Ads as opposed to Direct Mail.
