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A prospect record also serves as a
customer record when a booking is made eliminating the duplication
of information. |
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A company can have any number of
contact names associated with it. |
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Companies can be linked together into
a head office and branch office arrangement. |
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Integrated design means that booking
and revenue information is available to a sales person from within
the same system |
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Prospects can be retrieved by a
company number |
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Prospects can be retrieved by company
name |
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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 |
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Actions and sales telephone calls can
be logged and given a follow up date |
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A sales person can see, on the screen,
all of his outstanding activities in date or priority order |
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Telephone calls can be coded in terms
of its outcome e.g. 'Send Info' or 'Booking Made' |
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Notes associated with each action
provide a history of contact with a customer |
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Automatic letter production that
interfaces with any popular word processor |
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Depending on security level a sales
person may or may not be allowed access to his/her colleagues'
prospect records |
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Potential duplicate warning alerts a
user to the fact that the prospect he/she is currently entering may
already be recorded on the system |
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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. |