Question 1

TASKS

Answer

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.

Question 2

APPOINTMENTS

Answer

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

Question 3

ENGAGEMENTS

Answer

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.

Question 4

TO-DO LISTS

Answer

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.

Question 5

TASK HISTORY

Answer

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

Question 6

PRIVACY AND GDPR

Answer

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.

Question 7

MULTIPLE CONTACTS

Answer

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.

Question 8

ASSIGN PRODUCTS

Answer

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

Question 9

LINK SOCIAL NETWORKS

Answer

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.

Question 10

TASKS

Answer

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.

Question 11

APPOINTMENTS

Answer

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

Question 12

ENGAGEMENTS

Answer

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.

Question 13

TO-DO LISTS

Answer

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.

Question 14

TASK HISTORY

Answer

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

Question 15

PRIVACY AND GDPR

Answer

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.

Question 16

MULTIPLE CONTACTS

Answer

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.

Question 17

ASSIGN PRODUCTS

Answer

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

Question 18

LINK SOCIAL NETWORKS

Answer

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.

Question 19

SALES DASHBOARD

Answer

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

Question 20

SEND TO TASK OR OPPORTUNITY

Answer

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.

Question 21

EMAILING

Answer

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.

Question 22

EXPORT AND PRINTING

Answer

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.

Built-In Full Cycle CRM.

client records

TASKS

APPOINTMENTS

ENGAGEMENTS

TO-DO LISTS

TASK HISTORY

financIALS

PRIVACY AND GDPR

MULTIPLE CONTACTS

ASSIGN PRODUCTS

LINK SOCIAL NETWORKS

to do list

TASKS

APPOINTMENTS

ENGAGEMENTS

TO-DO LISTS

TASK HISTORY

contacts

PRIVACY AND GDPR

MULTIPLE CONTACTS

ASSIGN PRODUCTS

LINK SOCIAL NETWORKS

dashboard

SALES DASHBOARD

SEND TO TASK OR OPPORTUNITY

EMAILING

EXPORT AND PRINTING

CALL US

EMAIL US

OPENING HOURS