crm
DESCRIPTION
APR.2009 New product announcement SmartTrade adds CRM module...TRANSCRIPT
New Produc t Announcement
Free call: Australia 1800 350 495 or New Zealand 0800 327 943 Email: [email protected]
April 2009
Copyright 2008-2009 SmartTrade Limited - Sales Doc #000508
CRM Module
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Not all customers’ needs are the same. And under-standing your customer base is important for growing your business through targeted sales and keeping customers happy. When was the last time you contacted a particular client? Where do most of your leads come from? Are you getting value for those local paper ads or Yellow Pages spending? This valuable business information can be recorded in SmartTrade’s new CRM module, for accessing later when you want to make good business decisions. Creating mail lists
and print letters or export to Excel for email campaigns with Microsoft Word. This powerful little module is a
fantastic tool to manage your customer base and le-verage more sales. Couple the CRM module with the advanced report module and there won’t be much you can’t report on! Email or call the Sales Team for more detail on the customer relationship management module (CRM).
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and print letters or export to Excel for email campaigns with Microsoft Word. This powerful little module is a
fantastic tool to manage your customer base and le-verage more sales. Couple the CRM module with the advanced report module and there won’t be much you can’t report on! Email or call the Sales Team for more detail on the customer relationship management module (CRM).
Assign an Account manager
Track contact dates
Lead source (add your own)
Add more fields...
Run some Reports
Track contact dates
Use combinations of
fields to search and find
customer info!