CONTACT MANAGEMENT
UAS Contact Management module is just the instrument
you need to win and maintain customer relationships.
Highlights of Contact Management
Lead Organization
Enables users to establish Action Codes, Product
Types, Source and Lead Types, and more.
Planning
Planning tools and reports allow user to schedule
and print Next Action for day, week, or longer.
Print Outs
Automatic label and Lead Sheet generation for mailing
list and prospect files.
Tracking
Thorough tracking prevents details from "slipping
through the cracks" - results in increased successfully
closed sales.
Analysis
Comprehensive analysis information provides better
understanding of organization's sales cycles and
patterns.
Management Functions
Executive information allows management to oversee
all sales activities and provides up-to-the-minute
insight to identify trends and improve planning.
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| REPORTS |
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Next
Action Report |
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Action
Codes List |
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Product
Type List |
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Source
Type List |
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Lead
Type List |
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Leads
By Product Type Report |
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Leads
By Lead Type Report |
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Leads
By Source Type Report |
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Leads
By State Report |
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