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
FULL CUSTOMER SEARCH
CUSTOMER CREATION
Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.
DUPLICATION CHECKS
FLEXIBLE RELATIONSHIPS
A full list of your customers and their related agents, with clickable options providing an immediate summary of the relationship. Creating new relationships is a quick one-click option. Adtakr also enables users to relate clients to other relationships e.g. local offices, editorial agents.
MAP INTEGRATIONS
Integrate online mapping such as Google Maps to shows exactly the location of the customer for easier directions and adds to local knowledge.
PREFERENTIAL SERVICE INDICATORS
Helps reduce the risk of your salespeople making unwanted calls and alienating potential customers.
financIALS
PRIVACY AND GDPR
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
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
APPOINTMENTS
Appointments appear on their own calendar. Users can add a recurrence, saving time creating repetitive appointments.
ENGAGEMENTS
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
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
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
PRIVACY AND GDPR
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
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.