Transcript SalesBase Customer Relationship Management Presentation

SalesBase
Customer Relationship Management
From Integrate Software
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
www.integrate-software.com
SalesBase
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 SalesBase 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. [email protected]
www.integrate-software.com
Getting Started
SalesBase is very user-friendly, with that familiar Windows based feel
All SalesBase features and
functions are accessible
from the Toolbar and Menu
SalesBase has separate
tabs for various
functions
Navigate between Companies
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
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. [email protected]
www.integrate-software.com
Maintaining Records
When adding a New Company or
Contact, SalesBase 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. [email protected]
www.integrate-software.com
Maintaining Records
Companies in SalesBase can be
associated together – this allows
you to move quickly to parent –
subsidiary companies showing the
relationships between them
In SalesBase using this feature
you can build a useful marketing
roadmap of an organisation
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
www.integrate-software.com
Finding Records
SalesBase 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, SalesBase 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. [email protected]
www.integrate-software.com
Filtering Records by Custom Views
If your database contains hundreds
or thousands of records, SalesBase
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 SalesBase
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. [email protected]
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
SalesBase
SalesBase 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
SalesBase
After any history note is added to
SalesBase you are prompted to
schedule a follow up Activity
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
www.integrate-software.com
Activities
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
SalesBase also allow you to create
recurring activities for those regular
customer or prospect calls or meetings
For meetings you can invite other
SalesBase 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. [email protected]
www.integrate-software.com
Working with Activities
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. [email protected]
www.integrate-software.com
Sales Opportunities and Reports
SalesBase 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
SalesBase 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. [email protected]
www.integrate-software.com
Creating Letters though SalesBase
SalesBase uses Microsoft Word to
produce Letters
Unlimited Letter Templates can be
created for use by SalesBase Users
SalesBase automatically opens
Microsoft Word, creates a new
document based on the template
selected and copies the contact details
into the new letter
SalesBase 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. [email protected]
www.integrate-software.com
Linking to Accounts from SalesBase
The Accounts tab in SalesBase 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. [email protected]
www.integrate-software.com
Producing Reports from SalesBase
SalesBase provides a
comprehensive range reports,
which offer specific or grouped
information from different areas of
the system
SalesBase 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 SalesBase
you can also use Excel and other
tools for extracting data and
reporting
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
www.integrate-software.com
Additional Feature of SalesBase
•
•
•
•
•
•
•
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. [email protected]
www.integrate-software.com
Why SalesBase…
•
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 SalesBase can benefit your business
Integrate your people maximize your knowledge
Tel. 0845 124 9800
email. [email protected]
www.integrate-software.com