Topic 4.

1. Repository of outside organizations including customers,
sales prospects, vendors, and other entities.
Maintain individual contacts within each entity.
Schedule and track all activities related to each contact.
Management of all sales opportunities with current
customers and prospects.

2. Feature Benefit
Entities Entity records which are organizations or companies with which
some form of communications has been established. Entities can
be existing customers, prospective customers, existing vendors,
prospective vendors, or any organization with which
communications need to be maintained.
Contacts Contacts can be buyers, executives, engineers, sales persons or
any other person within an organization entity.
Sales
Opportunities
Track each sales opportunity to be able to analyze and efficiently
report on the sales process for each salesperson and across the
entire company. Maintain information on the source of the leads
which are being pursued to determine the areas where marketing
funds should be allocated. Track the current status of each
opportunity such as expected close date, the value of the
opportunity as a fixed amount or broken down by individual
products, the current probability of closing, the current stage in the
sales process. Track the persons who will influence the purchasing
decision and their roles. Identify the competitors who you will
need to outmaneuver to make the sale.

3. Activities For each entity, contact, or opportunity track all scheduled
activities such as meetings, calls, to-do items. Review the
activities on a monthly calendar or in an activity list which can
be filtered by type of activity, priority and date range. Activities
also appear under their corresponding entity, contact or
opportunity.
Activities Log Each time an activity is completed it will be recorded in the
activities log so that it will be possible to review all events which
occurred related to a specific entity, contact, or opportunity. After the
fact events which were not scheduled can be entered into the activity
log.
Record Level
Security
An owner is assigned to each record and individual user security
determine if anyone other than the owner can edit the record.
Preparing
Quotes
The sales opportunity can be specified in detail to include the
products/services, quantity, sales discounts. Sales quotes can be
generated directly from the opportunity information to be mailed,
faxed, or e-mailed to the contact person.
Comprehensiv
e Reporting
A collection of 20+ reports can be used to extract information
quickly. Modify existing reports or create new reports quickly.