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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
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
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
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 44
Data Can be Loaded from ExcelData Can be Loaded from Excel
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 55
Define Search Parameters Define Search Parameters
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 66
Prospect SummaryProspect Summary
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 77
Call DetailCall Detail
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 88
Status DetailStatus Detail
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 99
Note CaptureNote Capture
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1010
CRM Call Detail Page TwoCRM Call Detail Page Two
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1111
Sales Detail Page 3Sales Detail Page 3
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1212
Tracking Communications Tracking Communications
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1313
Email Created Email Created
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1414
Email Confirmation Email Confirmation
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1515
Crystal Reports DesignCrystal Reports Design
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1616
Telemarketing ReportTelemarketing Report
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1717
Selected ValuesSelected Values
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1818
Report Report
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1919
Executive Inquiry Sales SummaryExecutive Inquiry Sales Summary
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2020
Sales Report SummarySales Report Summary
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2121
Call ReportCall Report
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2222
Dashboard Key Performance IndicatorDashboard Key Performance Indicator
CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2323
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)
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