Entry level contact management & CRM functionality

The ideal tool for sales and sales support staff that allows full integration, planning and implementation of all sales activity.

Over the past 10 years there has been a rapid growth in Contact Management or Sales Force automation systems having demonstrated their usefulness in improving sales performance.

The Customer FOCUS™ CMS now offers business a customisable system that is both easy to use and can be linked to the other modules in the Customer FOCUS range. It can also produce substantial gains in sales productivity by improving planning, co-ordinating activity and increasing effectiveness.

Supplied with both the diary and scheduler options. The contact management software has all the functionality of a full client management system.

Key Functions

• Appointment Scheduler and time manager with pop up calendar to aid planning.
• Unique one screen working platform reduces time spent screen hopping.
• Internal Task Allocation allows you to move tasks to support staff schedules reducing the time and costs spent on internal communication.
• Detailed Daily Activity Reports for field staff to use during the day and to help reduce time writing after call reports.
• Integrated with Sales Quadrant Methodology to encourage pre call objective setting and post call planning and implementation.
• Simple to use reschedule button.
• Management Reporting by operative with ratios and company analysis reduces time spent compiling valuable statistics.
• Calls remain at the top of the schedule until completed making sure jobs must be actioned.
• Ability to add specific customers or prospects to all staff schedules, this allows you to set campaign benchmarks.
• Ability to suspend contact for non productive prospects.
• Records who enters data as well as who allocated to give all staff the full picture when talking to customers and prospects.
• Comprehensive lead tracking reporting
• Colour coded entries for action type.
• Full database update functionality from schedule.

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To find out more about our marketing driven management solutions call our sales team on 0845 051 5506 or email This e-mail address is being protected from spam bots, you need JavaScript enabled to view it .