Prospecting
pros·pect to explore, search: Many people prospected for gold in California in the 1850s.
-n.[C] a possibility of success in the future,


Bespoke Customer Relationship Management.

BAPS - Prospecting Module

A prospect record also serves as a customer record when a booking is made eliminating the duplication of information.

A company can have any number of contact names associated with it.

Companies can be linked together into a head office and branch office arrangement.

Integrated design means that booking and revenue information is available to a sales person from within the same system

Prospects can be retrieved by a company number

Prospects can be retrieved by company name

Prospects can be retrieved by the sales person to whom the company is assigned or by a custom search that includes all key fields e.g. post code

Actions and sales telephone calls can be logged and given a follow up date

A sales person can see, on the screen, all of his outstanding activities in date or priority order

Telephone calls can be coded in terms of its outcome e.g. 'Send Info' or 'Booking Made'

Notes associated with each action provide a history of contact with a customer

Automatic letter production that interfaces with any popular word processor

Depending on security level a sales person may or may not be allowed access to his/her colleagues' prospect records

Potential duplicate warning alerts a user to the fact that the prospect he/she is currently entering may already be recorded on the system

Companies and their contacts can be coded for mailing purposes.  These classifications are user defined, and could include turnover, SIC code etc., etc..  BAPS uses a word processor to actually form the letters giving a quality non-computer produced result.  Any word processor that can accept a ASCII file will do e.g. WordPerfect, MS Word.


For further information please contact us using the contact information below :



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