Adtakr - CRM

“Even when you are marketing to your entire audience or customer base, you are still simply speaking to a single human at any given time.” – Ann Handley

Information is king.

Successful salespeople are knowledgeable, efficient and work within a defined sales cycle. Historically the Booking System, the Contact Management System, Finance, Production were separate applications, managed by the IT department.

 

Adtakr ensures that information is recorded against bookings, customers and contacts, providing your salespeople with a comprehensive insight to their advertiser.

 

Full engagement history, coupled with quick easily accessed overviews, give salespeople a full view of your customer's dealings with your company.

 

client records

Full Customer Searching

 

Options to search on a partial name, phone number, street and postcode. A single search field minimizes the search time and accurately provides users with an exhaustive list of potential customers.

Customer Creation

 

Access rights determine who can create Prospects or Full Account customers. The system comprehensively handles prospects, agencies, individuals, companies and subscribers.

 

Duplicate Customer Checks

 

Reduce the risk of creating duplicate customers by automatically checking on existing phone number, name and postcodes within the system – including prospects.

 

Client 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. 

 

Integration with Map technology

 

The map shows 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

Financial Information

 

Full visibility on the customer's credit limit, agency commission, and discount types. If you have the appropriate access right, you can also amend the fields within this screen.

 

Payments

 

Account and Credit Card payment options for full payment flexibility simplifying the payment process for your advertisers and users.

 

Flexible Invoicing

 

Default bill to functionality allows the invoice to be sent to a different address if required, reducing the risk of the invoice being sent incorrectly.

 

Multi-Currency

 

Each client can have a currency assigned ensuring the system can handle payments from who ever you do business with. 

 

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

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 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.

 

Products 

 

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

 

Social Network Links

 

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.

 

Exporting 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. 

 

 

OVER 25 YEARS EXPERIENCE

We love what we do. Let us help you reach your publishing potential.

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