Sales Contacts

Benefits

• Facilitates follow-up business processes enabling a more effective marketing.
• Enables cooperation between different individuals in charge of sales process (sales strategies analysis, proposal preparation, etc.)
• Enables traceability of all actions carried out in commercial transactions.

General Functionalities

• Customer files with customers’ general information (names, websites, address, telephone numbers, etc.).
• Probability of completion and progress of business management
• Registration of customers’ contact persons (name, email, telephone number).
• Record of communications with customers related to commercial transactions (telephone calls, meetings, emails, proposals, others).
• Schedule of future contacts and notifications to those responsible for making the contacts.
• Forums for exchanging messages and files when cooperation between parties is required to prepare proposals or other procedures.
• Possibility of uploading files to all contact records (e.g.: proposals sent).
• Lists of contact persons and pending contacts with different data filters.
• Actions Schedule for individuals who either belong or not to the area considered, establishing Responsible persons, Description and Expiration dates.