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Tel. 0845 124 9800 email. [email protected] www.integrate-software.com

Integrate your people maximize your knowledge

SalesBase

Customer Relationship ManagementFrom Integrate Software



SalesBase

Customer Relationship Management - Contact Management and Business Information from a single UK Software Product.

• How important are your Customers?

• How often do you communicate with them?

• If you aren't having contact with them, who is?

Your Customers are the most important aspect to your Business, without them you have no Business! With SalesBase you can ensure that you provide your Customers and Prospects the best possible levels of Customer Relationship Management and with the optional Service Manager module give them the best possible Service Levels.



Getting StartedSalesBase is very user-friendly, with that familiar Windows based feel

Navigate between Companies

All SalesBase features and functions are accessible from the Toolbar and Menu

SalesBase has separate tabs for various functions



Moving Between Records

Finding a Company couldn’t be easier

Simply type in the first couple of letters and press ENTER

A drop down list of Companies matching the typed criteria will be displayed

Select the Company and the Company details are displayed



Maintaining Records

When adding a New Company or Contact, SalesBase can use Quick Address to help maintain the correct postal address

Alternatively, records can be manually key-entered

Each Company can have multiple addresses with no upper limit



Maintaining Records

Companies in SalesBase can be associated together – this allows you to move quickly to parent – subsidiary companies showing the relationships between them

In SalesBase using this feature you can build a useful marketing roadmap of an organisation



Finding Records

SalesBase contains a full search facility that enables you to search for a company or contact without having to search through the each individual record

Comprehensive lists of criteria enable searching to be performed by various means, including part-work or number searches

After using Find and obtaining a list of records, SalesBase will ask you if you want to Save the Search. Double clicking on the saved search at the bottom, allows you to rerun searches quickly



Filtering Records by Custom Views

If your database contains hundreds or thousands of records, SalesBase enables you to filter the records using Custom Views to reduce the number that you work with

This feature enables you to build a Custom View using any of the data fields within SalesBase

Custom Views can stored and retrieved. They can used for mail-merging and also a global note or activity can be published across all records within a Custom View



Historical InformationEach time you talk to your customer or perform an activity for them you can enter a history note onto SalesBase

SalesBase allows you to define standard responses for History Items thus enabling fast entry of repeat phrases without continually key-entering them

You can associate a document, folder or any Windows compliant file to a Company or Contact. All inbound and outbound email can be recorded, along with attachments in SalesBase

After any history note is added to SalesBase you are prompted to schedule a follow up Activity



ActivitiesActivities can be created independently or as a follow up item to a history item

Activities can be assigned to other users or multiple activitiescan be created

SalesBase also allow you to create recurring activities for those regular customer or prospect calls or meetings

For meetings you can invite other SalesBase users to attend, these appointments are also scheduled into Outlook

Full activity reports can be viewed or printed to order on both to do and completed activities



Working with ActivitiesActivities can be viewed in a list. Overdue Activities are immediately obvious as they are listed in red. The list shows the type of activity.

The activities list enables you to filter activity types, date or user

From the activities list you can quickly complete activities by right mouse clicking on the required activity

When any activity is completed the information is transferred to the contact or company history and a new activity is prompted for



Sales Opportunities and ReportsSalesBase allows you to record your sales opportunities and develop quotations

Quotations can be verbal or written using Word templates

Written quotations produce a quotation document that can be revised and gives a full audit trail of any revisions enabling roll-back at any stage

SalesBase allows you to filter the quotations list by Active, Completed and by User

Full reporting enables you to gain an accurate picture of success or failure rates and the reasons why, to help you produce sales forecasts



Creating Letters though SalesBaseSalesBase uses Microsoft Word to produce Letters

Unlimited Letter Templates can be created for use by SalesBase Users

SalesBase automatically opens Microsoft Word, creates a new document based on the template selected and copies the contact details into the new letter

SalesBase automatically saves the new letter into the default letter directory and assigns a unique number

The letter is saved against the contact and a follow up activity is prompted



Linking to Accounts from SalesBaseThe Accounts tab in SalesBase links to your accounting package to provide you with current information about your customers and suppliers payment and order status

You can also see information from the Sales Ledger and the Purchase Ledger, view live orders and order history

The Ledger transactions can but filtered to show All, Open or Closed transactions

Stock drill down capabilities enable viewing of Stock

Full user security at all levels



Producing Reports from SalesBase

SalesBase provides a comprehensive range reports, which offer specific or grouped information from different areas of the system

SalesBase also allows you to create your own reports via the custom reports feature and add them to the reports menu

In addition due to the open database structure of SalesBase you can also use Excel and other tools for extracting data and reporting



Additional Feature of SalesBase

• Data Importing from Web Enquiries and CSV Files

• Export Contacts to Outlook

• Mail Merge and broadcast email capability

• Campaign Management and Response Tracking

• Administration Options including Company and Contact Maintenance

• Company and Contact De-duping and Record Merging

• Services and Service Calls



Why SalesBase…

• Improve communication with existing customers

• Build and maintain relationships with new customers

• Reduce duplication of effort and administration costs

• Improve management information and direct resource where it counts

• Call now and see for yourself how SalesBase can benefit your business

integrate your people maximize your knowledge tel. 0845 124 9800 email....

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