Feature

Benefit

Schedule regular customer visits or phone calls using cycles, segment client base by value or potentials value and proactively service accordingly

• CALL PLANNING - Aids salesman productivity/time management 
• Ensures entire customer base is contacted pro-actively
• Call on the right customers with the correct frequency. 

Daily list of to dos with outstanding items rolled forward with priority numbers (Contact Management)

• Efficient & Effective Activity Management
• Productivity Tool

Facility to print a complete client service card for each visit or call or use PDA with entire relationship accessible.

• Enhances professionalism
• Supports relationship building
• Maintains continuity from call to call
• Allows salesman to concentrate on actual selling at each visit.
• Information Base, Relation-Ship Building, Professionalism

Customer detail includes products purchased own and competitive, service agreements, special pricing, sales history budgets, actuals and forecasts.

• Monitor Sales Trends
  Cross-sell additional products.
  Competitor Products are potential opportunity for growth
• Increase Sales, See Potential For New Sales, Grow Account, Easier & Cheaper To Sell A Customer, Retention Strategy

Customer Relationship Information can be recorded, hobbies, product preferences

• Facilitates Targeted Marketing direct product promotions to correct audience
• Direct Selling Cheaper Supports Sales Persons Face-To-Face Selling, Develops Share Of Mind

Facilitates tracking of quotes (New Sales opportunities) to existing customers    

• Enables new sales at existing clients to be given suitable attention through opportunity tracking.
• Opportunity Management/Proactive Service
  

Integrates to Problem Management Module. Sales can see what the service/ support staff are doing for customers.

Problems can be reported by sales person and they can check progress.

• Does equipment need replacing?
• Has a customer had any problems and details thereof are problems resolved?
• Flows of data across organisation enhanced
• Presents a professional image of you as a supplier.
• Shows you care about customer.
• Customer-centric approach.
• Enhances customer relationship

Schedule product level services e.g.: for price negotiations (For service agreement  

• Automates product level reminders
• enabling Advantage to support pro-      active services when new sales can be made or a service provided.

Customer Details can be merged to word templates or email

• Load contact person details once and can direct messages at touch of button  never have to type their details again
• Productivity

MOBILE COMPUTING sales person can maintain the system away from the office via a laptop or even on the road via a PDA (palm device)

• Enhances EASE OF USE
  Improves time management
• Spend more time at customers and less at the office