crm- the systems house, inc. 1 crm relationship development mds sales management tools
TRANSCRIPT
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CRM- The Systems House, Inc. CRM- The Systems House, Inc. 11
CRMCRM Relationship Development Relationship Development
MDS Sales Management MDS Sales Management
Tools Tools
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CRM- The Systems House, Inc. CRM- The Systems House, Inc. 22
CRM / Telemarketing ToolsCRM / Telemarketing Tools
MDS CRM MDS CRM – Import of Prospect Contact InformationImport of Prospect Contact Information– First Contact/ClassificationFirst Contact/Classification– Tracking CommunicationTracking Communication– Follow through to CloseFollow through to Close– Custom ReportsCustom Reports– Key Performance Indicator Key Performance Indicator
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CRM- The Systems House, Inc. CRM- The Systems House, Inc. 33
CRM / Telemarketing OverviewCRM / Telemarketing Overview
Automate and integrate every aspect of Automate and integrate every aspect of Prospect contact and progressProspect contact and progress
Prospect information passes smoothly from Prospect information passes smoothly from individual to individualindividual to individual
All individuals dealing with the Prospect All individuals dealing with the Prospect have all of the important information have all of the important information required to properly develop the account at required to properly develop the account at their fingertipstheir fingertips
Reports evaluating progress Reports evaluating progress
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Data Can be Loaded from ExcelData Can be Loaded from Excel
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Define Search Parameters Define Search Parameters
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Prospect SummaryProspect Summary
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Call DetailCall Detail
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Status DetailStatus Detail
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Note CaptureNote Capture
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CRM Call Detail Page TwoCRM Call Detail Page Two
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Sales Detail Page 3Sales Detail Page 3
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Tracking Communications Tracking Communications
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Email Created Email Created
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Email Confirmation Email Confirmation
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Crystal Reports DesignCrystal Reports Design
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Telemarketing ReportTelemarketing Report
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Selected ValuesSelected Values
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Report Report
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Executive Inquiry Sales SummaryExecutive Inquiry Sales Summary
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CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2020
Sales Report SummarySales Report Summary
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Call ReportCall Report
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Dashboard Key Performance IndicatorDashboard Key Performance Indicator
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CRM Summary - BenefitsCRM Summary - Benefits Better, more efficient Better, more efficient
management of management of Telemarketing Telemarketing efforts.efforts.
Instant access to all Instant access to all relevant information relevant information
Contact information Contact information is easily available is easily available throughout throughout enterprise (MDS)enterprise (MDS)