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CRM- The Systems House, Inc. 1 CRM Relationship Development MDS Sales Management Tools.

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Presentation on theme: "CRM- The Systems House, Inc. 1 CRM Relationship Development MDS Sales Management Tools."— Presentation transcript:

1 CRM- The Systems House, Inc. 1 CRM Relationship Development MDS Sales Management Tools

2 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

3 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

4 CRM- The Systems House, Inc.4 Data Can be Loaded from Excel

5 CRM- The Systems House, Inc.5 Define Search Parameters

6 CRM- The Systems House, Inc.6 Prospect Summary

7 CRM- The Systems House, Inc.7 Call Detail

8 CRM- The Systems House, Inc.8 Status Detail

9 CRM- The Systems House, Inc.9 Note Capture

10 CRM- The Systems House, Inc.10 CRM Call Detail Page Two

11 CRM- The Systems House, Inc.11 Sales Detail Page 3

12 CRM- The Systems House, Inc.12 Tracking Communications

13 CRM- The Systems House, Inc.13 Email Created

14 CRM- The Systems House, Inc.14 Email Confirmation

15 CRM- The Systems House, Inc.15 Crystal Reports Design

16 CRM- The Systems House, Inc.16 Telemarketing Report

17 CRM- The Systems House, Inc.17 Selected Values

18 CRM- The Systems House, Inc.18 Report

19 CRM- The Systems House, Inc.19 Executive Inquiry Sales Summary

20 CRM- The Systems House, Inc.20 Sales Report Summary

21 CRM- The Systems House, Inc.21 Call Report

22 CRM- The Systems House, Inc.22 Dashboard Key Performance Indicator

23 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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