Prospect Database Module

Prospect Database is a powerful contact database designed to integrate with Training Manager. It can be used to input all enquiries into a fully shared database with multi user access to records.

Module Item
Module Description
CRM
Input all enquiries into a fully shared database
Reminders
Call reminders popups and or printouts
Sales forecast
Immediately view sales forecasts
KPI reports
Custom KPI reports available
Integration
Convert a prospect into a customer with immediate integration to training database

 

Additional Features;

Multiple contacts and store documents for each customer record.
Don’t miss a call with call reminders popups and or printouts.
Streamline workflow, convert a prospect into a customer with immediate integration into Training Manager.
Bespoke KPI reports for management information.
Input sales forecast, competitor information for each customer.