Contact Management System (CMS)

The Salespartner web based CMS allows us to immediately set up your account online and to start populating it with data. Our team and yours are then able to use the system wherever they have internet access 24/7.

Every project includes for the use of this system; it is also available to rent as a stand alone product.

Database  

• Arranged by Company
• Contacts are all linked into the main company screen
• Companies can be added into user defined groups to aid targeting
• Extensive search facility to ensure you find the data you need quickly
• Category tags increasing your ability to target customer groups effectively
• Simple quick export of data in csv format for mail merge functions

Actions

• Individual user screen for individual actions
• All actions logged against company and user
• Calendar functions provide clear appointments list with overdue alert
• All sales contacts tagged to team members providing full audit trail
• All actions can be viewed from one company screen painting a clear picture of contact history
• Actions can be searched by users & date range for downloading into spread sheet

Enquiry progessing

• Enquiry system logs enquiries against company contact and staff responsible
• All enquiries sequentially numbers
• User defined fields for product or service type
• User defined fields for enquiry status
• See all enquiries or individual team members'
• Export data for use in spread sheet applications

Generally

• Web based access 24/7
• Administration pages to self manage user access and the system
• User name and Password protected login for security
• Three levels of access to improve data security
• Unrestricted user access
• Back to back servers for data back up  and security