Advanced Prospect Management

///Advanced Prospect Management
Advanced Prospect Management2017-09-25T12:26:41+00:00

More effective marketing and increased sales

This highly flexible prospect data capture and storage system creates a single, separate database of all of your prospect records within the Core Back-Office. User-defined screens allow for unlimited data capture that you can use with quotation engines or your own schemes.

Product information

  • Available in two versions – Standard or Professional (download the factsheet for version features).
  • Automates key new business tasks like workflow and marketing.
  • Lets you customise and control workflow processes to increase potential customer conversion.
  • You can save and distribute new clients across branches for focused post-sale support and administration.
  • Integrates with Add-on Marketplace and CreditLine Plus.
  • Easily creates a centralised prospect database for streamlined marketing and better sales conversions.
  • Once a quote is agreed, the information is saved to the database.
  • Maximises cross-selling opportunities through the smart use of data.
  • Empowers your staff to up-sell.
  • Instant retrieval of prospect data so there’s less re-keying at point of sale.

Minimum requirements

Advanced Prospect Management is not subject to any software version dependencies.