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CRM - Trading Partners
V-BuS CRM gives you a powerful tool to handle your contacts and sales, control debts, conduct promotions, manage your time. You can maintain your schedule and plan your daily activities with utmost ease, conduct electronic interactions with your customers and prospects with flexibility and efficiency.
Contacts
Keep track of clients customers and prospects. In addition to the general contact information, you can define your own data. Keep unlimited amount of records about interactions with the clients including the date of last purchase. Send e-mails, schedule and track events for follow up. Have the list of upcoming events in your personal organizer, so you don't have anything forgoten.
Create groupings of contacts based upon your criteria. See separate lists of customers, propects, memebers, non-members - all types of contacts you wish to identify. See the list of all customers who've done business with you in the last month. How about a list of contacts from the particular location that haven't done business with you in the last month? Send them all personalized e-mails and tell about your new stock.
View a complete history of your interaction with each customer or client. Detailed information about the phone calls, e-mails, appintments. Schedule appointment and have it recorded in the customer actions list and in the personal organizer of the staff memberi, who will be doing the job, with the time and venue allocated. See the workload of your staff.
Communications
Use templates to broadcast emails for specified list of customers. Send out reminders, payment overdue notices, greetings, advertize your specials and sales.
Use templates which will address to the particular person either just by name or formally by title and surname.
Import into the system mailing list you've purchased start your promotion. You can group the contacts by assignning them a type and contact just a specified group. You do not need to send e-mails to all contactsi even within a group, the system will record the date email was last sent to each person, so you can schedule promotions within the selected groups of people at intervals of time.
Organizer
Need to see the scheduled appoinments, prioritise your jobs, schedule events daily, monthly, quarterly or at the interval, need to list all the high priority events scheduled for the month or a year? Need to see how many of your tasks have been completed? V-BuS Organizer is your best helper.
You can also print all the events records, exchange the data by exporting or importing it into the system.
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- Contacts/Partners
- Contact Data
- Sales information:
can be exported from MYOB
- Personal/Organisation Data
- Contact Mechanisms: Telecom
Number, Postal Address, Email Address, Web Page
Address, etc.
- Sales and Actions
- List of Sales (Purchases),
Work Orders
submitted by the Trading Partners
- List of invoices; payments overdue
- Actions; Customers Appointments
- The customers' appointments registered
in the system will be copied across to the personal organiser of the relevant member of staff
- The action records scheduled to be conducted for the Trading Partners, are copied to the personal organiser for the appropriate dates
- E-Mail broadcasting
- Use templates with different types of address
- Sort and brodcust to the selected groups
- Record the dates when the e-mail was sent
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