It's a simple idea - if you can't track the reasons for your successes and failures, you are gambling with the future of your company. Lead Tracking is an integral part of your customer relationship management (CRM) and sales force automation (SFA) process. Contact Administrator has all of the lead tracking mechanisms you will need to predict and ensure the future success of your company.
Leads and opportunities are automatically sorted for you and your sales representatives based on their current status, from lead to sale. You and your sales representatives can view opportunities by status and date range, with one click access to opportunity data, contact information, status, and all information associated with the opportunity.
Automatic time stamping reminds you and your sales representatives of when each note was entered, each proposal sent, and each action scheduled. You and your representatives can store an unlimited number of notes, proposals, documents, invoices and messages about each opportunity to ensure that nothing ever gets forgotten.
Automatic reminder e-mails keep your sales force on task. Never let an opportunity slip by again - Contact Administrator will e-mail your representatives when they have a new opportunity or when they forget to follow up on a lead or miss scheduled tasks.
Receive immediate updates when one of your clients adds a new opportunity or one of your sales representatives updates the status of an opportunity. By simplifying the task of keeping track of multiple leads and opportunities each and every day, your organization will be more efficient than ever.
Get a global overview of your opportunities with powerful reports. Contact Administrator integrates with Microsoft Excel to provide an overview of your data with a series of comprehensive reports - from contact information to opportunity status by source.
.....Surveying The Road
Lead and Opportunity Management
