Sales representatives and managers can build up a pipeline full of new sales and new customers by following a consistent pattern of prospecting, customer education, and consistent communication focused on the needs of the prospect. Prospects and Leads management is simple with TQT. Sales Managers or whomever originally entered the information can assign ownership.
Communication and call logs help Reps remember the needs of prospects. Marketing information such as the last mailing or last call is also be tracked in the Leads Management Vista.
Track Client Contact and Communication
Track Sales Rep Performance
Track Sales Projections
Fields Include:
- Lead Source
- Entry Date
- Modification date
- Annual Sales
- Number of Employees
- Projected Sales Date
- Number of Mailings Sent
- Last Mailing
- Last Sales Call
- Date, time, and user stamped notes sorted chronologically
- Custom user defined fields
- To Do List displays calls due
- Integrated word processor with template letters for mail merge
- Search the contact database by any criteria
- Convert a contact to a Client with one click
- Print custom reports of contact activity
- Print labels for mailings
- Import from and Export to Act, Goldmine, FileMaker
View Entire Leads Screen