Built-In Full Cycle CRM.

Successful salespeople are knowledgeable, efficient and work within a defined sales cycle. 

 

Adtakr ensures that information for bookings, customers and contacts are available in one place, providing your salespeople with a comprehensive insight to their advertiser.

 

client records

TASKS


Customisable reminders and recurring tasks - with attachments - reduce the need to re-input regular calls and meetings. Tasks can be attached to an opportunity, client and contact at the point of creation. Then record the outcome of a task, which helps identify training needs and improve future sales conversions.




APPOINTMENTS


Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.




ENGAGEMENTS


An extremely quick way to record interactions with a customer without entering superfluous data. Fully searchable history of customer contacts – find details of a conversation quickly. All audited for reporting purposes.




TO-DO LISTS


Users are able to view all their actions required for the day – or selected date filter. Managers can view any member of their team and reassign tasks if required.




TASK HISTORY


History for each client or salespersons interactions is recorded on their record card. Fully exportable to excel.





financIALS

PRIVACY AND GDPR


The GDPR opt-in status can be updated from the contact record card and is shown in a prominent position on the screen, providing your sales team with the information they need before they make a call.




MULTIPLE CONTACTS


Each customer record can have multiple contacts with full contact address and business information stored against them. You have a full history of all contacts at your fingertips enabling an informed sales pitch to take place.




ASSIGN PRODUCTS


A full list of the products the selected contact deal with is shown, allowing the sales team to target their pitch accurately.




LINK SOCIAL NETWORKS


Contacts FaceBook, LinkedIn, Twitter and Google + pages can be specified on their record card, which means a rich data source for the sales team is one click away.





to do list

TASKS


Customisable reminders and recurring tasks - with attachments - reduce the need to re-input regular calls and meetings. Tasks can be attached to an opportunity, client and contact at the point of creation. Then record the outcome of a task, which helps identify training needs and improve future sales conversions.




APPOINTMENTS


Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.




ENGAGEMENTS


An extremely quick way to record interactions with a customer without entering superfluous data. Fully searchable history of customer contacts – find details of a conversation quickly. All audited for reporting purposes.




TO-DO LISTS


Users are able to view all their actions required for the day – or selected date filter. Managers can view any member of their team and reassign tasks if required.




TASK HISTORY


History for each client or salespersons interactions is recorded on their record card. Fully exportable to excel.





contacts

PRIVACY AND GDPR


The GDPR opt-in status can be updated from the contact record card and is shown in a prominent position on the screen, providing your sales team with the information they need before they make a call.




MULTIPLE CONTACTS


Each customer record can have multiple contacts with full contact address and business information stored against them. You have a full history of all contacts at your fingertips enabling an informed sales pitch to take place.




ASSIGN PRODUCTS


A full list of the products the selected contact deal with is shown, allowing the sales team to target their pitch accurately.




LINK SOCIAL NETWORKS


Contacts FaceBook, LinkedIn, Twitter and Google + pages can be specified on their record card, which means a rich data source for the sales team is one click away.





dashboard

SALES DASHBOARD


The Call to Action reports are quickly becoming a salesperson’s must have. A quick list of specific actions is all available for the salespeople and within seconds they can send the customer a tailored email. Information available to a salesperson includes: - Copy and payment to chase - Package rebooks - Membership expiry




SEND TO TASK OR OPPORTUNITY


Results from the dashboard quick reference reports can be added to tasks and opportunities giving users the ability to create opportunity lists from their clients in a couple of seconds.




EMAILING


All clients with an email address, appearing in the lists on the dashboard can be emailed. When multiple contacts are selected, they are all sent the same email - with their addresses in the BCC field - ensuring privacy is protected.




EXPORT AND PRINTING


Full or partial lists can be exported to Excel or PDF and printed directly from the dashboard. This gives the sales team access to data they would previously have to run full reports for.





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OUR SOLUTIONS

- Advertising

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United Kingdom

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