I am looking into a sales management software. There is a software called ACT, but it has limitations. Microsoft Access seems to be the only solution. If you have a suggestion, I'm all ears.
thanks,
Chad Cohrs
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Are you looking for yourself, or are you looking for an enterprise wide solution?
There are dozens of options...Goldmine being another common one besides ACT.
Do an internet search and you will come up with more to choose from than you care to know about. They typically go by the name of CRM...Customer Relationship Management Software.
If your company runs on OMD, you might check into their upgrade CRM module. I still use 4x6 cards so none of this is an endorsement of anybody.
Do an internet search and you will come up with more to choose from than you care to know about. They typically go by the name of CRM...Customer Relationship Management Software.
If your company runs on OMD, you might check into their upgrade CRM module. I still use 4x6 cards so none of this is an endorsement of anybody.
We use Telemagic in our office and it seems to do the trick..They have developed a module specificly for our industry and there are a number of management tools that allow you to set up letters, custom letters, email etc that is automated for customer and lead follow up. You can also share a calendar with the rest of your office. My only beef with this is that there is no way to import / export your calendar into or out of outlook with Telemagic.
Graham
Graham
We usea software called "Uptrends" It's both personal and enterprise software. It is industry specific and offers reports of lease expiration,specific equipment, leasing company,serial numbers, equipment ID's, service and supply charges, sales history, invoices, contact history, as well as set alarms to call or follow up on previous meetings and conversations. It also has letter templates, mail merge, attach proposals (powerpoint, word, excel,etc.) As long as the data is input I can search all IT/MIS guys, CFO/CEO's, high volume and color opportunities.
No clue what it costs. RBS has had it since 1998. It's time consuming to get all the needed data in but it's a powerful tool when used properly. The website is www.uptrends.com Our MIS guy has a testimonial on their "Successes" page.
No clue what it costs. RBS has had it since 1998. It's time consuming to get all the needed data in but it's a powerful tool when used properly. The website is www.uptrends.com Our MIS guy has a testimonial on their "Successes" page.