With structured and maintained client contact data there is no reason why any client communication should be 'too hard', not happen, or not be followed up.

In a matter of minutes: a target group can be created and populated; an email drafted with any necessary attachments; diary follow-up set and assigned to an employee; and emails sent.

Accounts/Administration

email/fax forms based on DB master data
individual/Global messaging via email/fax/postal mail
noting system that does not have to be linked to a contact unless a local requirement.

Sales Management

maintain a fully-featured contact information and management system
maintain unique account contacts on a one-to-many (more than one contact per account)
maintain prospects with their own unique data, enter quotes and maintain note records; these can be later converted to an account
maintain rep site call frequencies: last date/next date
maintain note records of client visits/phone activity
produce loose or rigid call sheets with previous note history
produce weekly/monthly listings of call activity
plan and measure client management
diary activities for follow-up
monitor quoting activity, and measure success rates
provide reps with access to the activities of others in relation to their contacts
provide reps with controlled access to sales data that relates to their day-to-day activities
provide management with control of the client base, and how its is being serviced
global message clients, and maintain a record of that contact activity
notify clients of rep/run changes

Marketing

Create promotional/interest groups (eg price-list groups, product development advice)
Globally populate the groups
Globally message groups, create note records, diary records, and maintain records of follow up activity
Manage activities that relate to clients; eg trade nights and all of the job-steps required
Browse promotional sales/new product activity (stage 2)
Track promotional items
the client pricing/promotions will be linked to a CMS group/sub-group
the data will be harvested from the sales order records

Status

Active/inactive
Date of last visit
Date of next visit
Date of last phone contact
Date of next phone contact
Do no email, do not visit, do not phone
Grouping codes to assist rep in managing territory and call/visit sequence
Background notes (contact’s interests..sport, hobbies etc)
Sales history for account: dollars and product
Pricing data

Notes

Comprehensive noting system

Post-it notes
Emailing notes

Notes categorised by contact type

Visit
Phone
Email
Etc

Diary reminders

Groups

Maintain contact groups
Assign contacts to groups
Target promotional activity to group members and review sales results

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