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Software Overview:
Pre-Sales Prospects
Integrated with our Client Database, MACCS™ provides all the full Pre-Sales Prospect tracking and management tools needed to effectively improve the efficiency of your Advanced Planning sales staff. No longer do you have to run a separate sales tracking tool and lose all your pre-sales information upon conversion from pre-sale to sale. Since everything in MACCS™ is fully integrated, when a Pre-Sales Prospect becomes a client, all the related pre-sales contact information is still available.
In addition, since MACCS™ is integrated seamlessly with the MS-Office™ suite of office products, the Pre-Sales Prospect module also takes advantage of this functionality. You can track all communications with the prospect via email. With MS-Outlook™ installed, you can seamlessly create calendar entries to automatically follow-up your contacts with a prospect. With MS-Word™ installed, you can seamlessly create letters from standardized Word™ templates (so that all of your sales staff are using the same company approved formats!). Since the prospects are all integrated with the centralized client database, you can create mass mailings to everyone based on various criteria!
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Pre-Sales Prospect Screen
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capture your prospects before they become clients |
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integrates with MS-Outlook™ to seamlessly create and track emails as well as calendar followup events |
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integrates with MS-Word™ to seamlessly create letters from standardized Word™ templates |
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create mass-mailings to prospects, clients, or both! |
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attach documents to prospects such as correspondence, tablet designs or even scanned images |
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