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Published bySusan Gaines Modified over 9 years ago
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CRM- The Systems House, Inc. 1 CRM Relationship Development MDS Sales Management Tools
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CRM- The Systems House, Inc.2 CRM / Telemarketing Tools MDS CRM –Import of Prospect Contact Information –First Contact/Classification –Tracking Communication –Follow through to Close –Custom Reports –Key Performance Indicator
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CRM- The Systems House, Inc.3 CRM / Telemarketing Overview Automate and integrate every aspect of Prospect contact and progress Prospect information passes smoothly from individual to individual All individuals dealing with the Prospect have all of the important information required to properly develop the account at their fingertips Reports evaluating progress
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CRM- The Systems House, Inc.4 Data Can be Loaded from Excel
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CRM- The Systems House, Inc.5 Define Search Parameters
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CRM- The Systems House, Inc.6 Prospect Summary
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CRM- The Systems House, Inc.7 Call Detail
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CRM- The Systems House, Inc.8 Status Detail
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CRM- The Systems House, Inc.9 Note Capture
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CRM- The Systems House, Inc.10 CRM Call Detail Page Two
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CRM- The Systems House, Inc.11 Sales Detail Page 3
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CRM- The Systems House, Inc.12 Tracking Communications
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CRM- The Systems House, Inc.13 Email Created
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CRM- The Systems House, Inc.14 Email Confirmation
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CRM- The Systems House, Inc.15 Crystal Reports Design
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CRM- The Systems House, Inc.16 Telemarketing Report
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CRM- The Systems House, Inc.17 Selected Values
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CRM- The Systems House, Inc.18 Report
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CRM- The Systems House, Inc.19 Executive Inquiry Sales Summary
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CRM- The Systems House, Inc.20 Sales Report Summary
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CRM- The Systems House, Inc.21 Call Report
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CRM- The Systems House, Inc.22 Dashboard Key Performance Indicator
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CRM- The Systems House, Inc.23 CRM Summary - Benefits Better, more efficient management of Telemarketing efforts. Instant access to all relevant information Contact information is easily available throughout enterprise (MDS)
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