Sales. Base Customer Relationship Management From Integrate Software Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Sales. Base Customer Relationship Management - Contact Management and Business Information from a single UK Software Product. • • • How important are your Customers? How often do you communicate with them? If you aren't having contact with them, who is? Your Customers are the most important aspect to your Business, without them you have no Business! With Sales. Base you can ensure that you provide your Customers and Prospects the best possible levels of Customer Relationship Management and with the optional Service Manager module give them the best possible Service Levels. Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Getting Started Sales. Base is very user-friendly, with that familiar Windows based feel All Sales. Base features and functions are accessible from the Toolbar and Menu Sales. Base has separate tabs for various functions Navigate between Companies Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Moving Between Records Finding a Company couldn’t be easier Simply type in the first couple of letters and press ENTER A drop down list of Companies matching the typed criteria will be displayed Select the Company and the Company details are displayed Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Maintaining Records When adding a New Company or Contact, Sales. Base can use Quick Address to help maintain the correct postal address Alternatively, records can be manually key-entered Each Company can have multiple addresses with no upper limit Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Maintaining Records Companies in Sales. Base can be associated together – this allows you to move quickly to parent – subsidiary companies showing the relationships between them In Sales. Base using this feature you can build a useful marketing roadmap of an organisation Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Finding Records Sales. Base contains a full search facility that enables you to search for a company or contact without having to search through the each individual record Comprehensive lists of criteria enable searching to be performed by various means, including part-work or number searches After using Find and obtaining a list of records, Sales. Base will ask you if you want to Save the Search. Double clicking on the saved search at the bottom, allows you to rerun searches quickly Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Filtering Records by Custom Views If your database contains hundreds or thousands of records, Sales. Base enables you to filter the records using Custom Views to reduce the number that you work with This feature enables you to build a Custom View using any of the data fields within Sales. Base Custom Views can stored and retrieved. They can used for mailmerging and also a global note or activity can be published across all records within a Custom View Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Historical Information Each time you talk to your customer or perform an activity for them you can enter a history note onto Sales. Base allows you to define standard responses for History Items thus enabling fast entry of repeat phrases without continually keyentering them You can associate a document, folder or any Windows compliant file to a Company or Contact. All inbound and outbound email can be recorded, along with attachments in Sales. Base After any history note is added to Sales. Base you are prompted to schedule a follow up Activity Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Activities can be created independently or as a follow up item to a history item Activities can be assigned to other users or multiple activities can be created Sales. Base also allow you to create recurring activities for those regular customer or prospect calls or meetings For meetings you can invite other Sales. Base users to attend, these appointments are also scheduled into Outlook Full activity reports can be viewed or printed to order on both to do and completed activities Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Working with Activities can be viewed in a list. Overdue Activities are immediately obvious as they are listed in red. The list shows the type of activity. The activities list enables you to filter activity types, date or user From the activities list you can quickly complete activities by right mouse clicking on the required activity When any activity is completed the information is transferred to the contact or company history and a new activity is prompted for Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Sales Opportunities and Reports Sales. Base allows you to record your sales opportunities and develop quotations Quotations can be verbal or written using Word templates Written quotations produce a quotation document that can be revised and gives a full audit trail of any revisions enabling roll-back at any stage Sales. Base allows you to filter the quotations list by Active, Completed and by User Full reporting enables you to gain an accurate picture of success or failure rates and the reasons why, to help you produce sales forecasts Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Creating Letters though Sales. Base uses Microsoft Word to produce Letters Unlimited Letter Templates can be created for use by Sales. Base Users Sales. Base automatically opens Microsoft Word, creates a new document based on the template selected and copies the contact details into the new letter Sales. Base automatically saves the new letter into the default letter directory and assigns a unique number The letter is saved against the contact and a follow up activity is prompted Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Linking to Accounts from Sales. Base The Accounts tab in Sales. Base links to your accounting package to provide you with current information about your customers and suppliers payment and order status You can also see information from the Sales Ledger and the Purchase Ledger, view live orders and order history The Ledger transactions can but filtered to show All, Open or Closed transactions Stock drill down capabilities enable viewing of Stock Full user security at all levels Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Producing Reports from Sales. Base provides a comprehensive range reports, which offer specific or grouped information from different areas of the system Sales. Base also allows you to create your own reports via the custom reports feature and add them to the reports menu In addition due to the open database structure of Sales. Base you can also use Excel and other tools for extracting data and reporting Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Additional Feature of Sales. Base • • Data Importing from Web Enquiries and CSV Files Export Contacts to Outlook Mail Merge and broadcast email capability Campaign Management and Response Tracking Administration Options including Company and Contact Maintenance Company and Contact De-duping and Record Merging Services and Service Calls Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
Why Sales. Base… • Improve communication with existing customers • Build and maintain relationships with new customers • Reduce duplication of effort and administration costs • Improve management information and direct resource where it counts • Call now and see for yourself how Sales. Base can benefit your business Integrate your people maximize your knowledge Tel. 0845 124 9800 email. enquiries@integrate-software. com www. integrate-software. com
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