SALES & MARKETING
 This module is the front end
of all the others. It holds the details for an unlimited
number of customers and prospects. At its simplest it
supplies names and addresses to Estimating and Order
Processing. At its most complex it records the sales,
marketing, estimating and production history for every
contact and via the Report Manager it supplies any number
of performance related reports, using text and graphics.
Integration
Name and address or sub-name and sub-address and all
related information integrate to Estimating, Order
Processing, Delivery Notes and Invoices. All Estimates,
Jobs, Invoice
Values, Profit and Value Added figures automatically
integrate back to the record cards.
Main Features
- Data may be mapped and imported from, or
exported to, other proprietary systems.
- There are 25 standard data fields, 19 special data fields
and 35 user definable data fields.
- Each card may hold unlimited numbers of sub-addresses,
contacts, etc.
- Allowable overs; terms of payment; standing instructions;
discount instructions; budgeting and turn-over
details; Account ledger codes; EDI formats; invoice formats; language
and foreign currency formats; commission requirements;
are just some of the 19 special integrated
fields.
- Marketing Management Fields: Salesman; Market Sector;
Geographic Area; Type of Customer or Type of
Prospect, Turnover, Personal interest of the Buyer; are some of
the available fields for market research reports
and /or mailing list creation.
- Contact Management incorporates user definable contact
standards. Unlimited number of notes may be
kept defined by a contact standard, e.g. phone calls, visits, comments,
complaints.
- Estimates automatically convert to Jobs, leaving others
that may be recorded as lost with the reasons.
- All appointments, comments and follow up arrangements
made by salesmen may be logged. A Sales Director
will use these records to note the weekly sales
reports.
Drill Down
By looking up the customer, filtering the list
of jobs and clicking on any one, you will be
able to
see all
the features of that job. The Estimate (Letter
and Workings); the Works Instruction; the Production
Schedule; the Cost
Sheet; the related purchases, deliveries, invoices,
and notes, and the full cost/estimate comparison,
profit, added value, contribution etc.
 Linked Reports
- Sales & Marketing contains a powerful tool for
presenting statistical reports on any market related
subject in
chart or graph form automatically generated
from pre-defined formats.
- These report formats are created within the Report and
the Document Generators and are then linked
to the Contact Management screen.
- Through the function of Windows several reports may be
displayed on screen at the same time.
-
The same screen that allows you to ‘drill down’ to
the details of an individual job also accesses
lists of all the permitted reports. It is as simple
as two
clicks on a mouse.
Marketing Management
All data input and viewing is through a single
screen. The powerful ‘filter system’ allows you to
define the data required in any one report. The program
holds the entire history of the customer base, salesmen,
market sectors, etc. The ‘filter system’ and
the Export File Map will create mailing lists for use
within Microsoft Word or other word processors. Through
the text and graphics of the Report Manager and the use
of the powerful ‘filter system’ the recorded
data allows for any amount of historical comparison and
forward projection.
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Imprint Business Systems Ltd
Poplars, High Easter, Chelmsford, Essex, CM1 4RB
Tel: 01245 231670 Fax: 01245 231789
© 2000 - 2004 Imprint Business Systems Ltd, All rights reserved.
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by janus
systems & design ltd
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