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About SalesNotes Enterprise

SalesNotes Enterprise™ has been designed to meet the needs of growing businesses. Ideal for either a single user or a small network environment SalesNotes Enterprise™ provides all the essential tools needed to build an effective CRM system. Simple, functional and affordable, SalesNotes Enterprise™ is the only system you need to manage your entire sales and marketing operation, from the very first contact, to prospect management, order processing, invoicing and customer care.

 

Benefits
  • User friendly system
  • Fast retrieval of information
  • Powerful search functionality
  • Affordable
  • Complete visibility of the sales process
  • Sharing Data across the Organisation
  • Integrates with Microsoft Office

Information is time and money saved and efficient use of SalesNotes Enterprise can increase your sales dramatically, by helping to maximise the use of your company's resources.

 

Key Features

Contact Management
From telephone numbers, addresses and job titles to detailed site visit reports, quotations and mailshots, SalesNotes Enterprise™ enables you to keep detailed records of all your customer communications. Data can be quickly searched and retrieved ensuring you always have the most up-to-date information when you need it.

 

Call Management
Tele-sales activities can be easily managed and all customer communications accurately logged using SalesNotes Enterprise™. The Call Reminder facility ensures that any outstanding calls are monitored and provides a prompt when action is required.

Simple to use interface (Click to enlarge)


Calendar and Activity planning
The SalesNotes Enterprise™ calendar gives managers a complete overview of all sales activity, whilst also allowing individuals to plan and arrange their own business meetings and activities. Users can make appointments for themselves or other users if authorised and all agendas of all users may be visible if security permits.


Campaign and Opportunity Management
Use the Campaign Management utility to target prospects as a group with telesales , mailshots, emailshots or plan your monthly sales calls and service visits. Track the opportunities an analyse your sales pipeline

 

Quotes, Orders and Invoices
Save valuable time and avoid costly mistakes, using SalesNotes Enterprise™ the production of quotes, orders and invoices can be automated. Discounts can be automatically calculated and quotation and order numbers generated and accurately logged against the appropriate contact.		 Remote Synchronisation
SalesNotes Enterprise™ can be used by as remote users as well as office-based personnel. Your sales force can be well informed about their customers activities and have access to all the related correspondence wherever they are.


 

Reports
Sales and marketing reports can be easily produced at the touch of a button, use either the standard SalesNotes Enterprise™ Report Writer or create your own using Microsoft Word or Excel. Whether you want to analyse the results of a recent mailshot, produce your end of month sales report or put together a more detailed sales forecast for the next Board meeting, SalesNotes Enterprise™ allows you to quickly and easily find the right information and produce a professional report in a matter of minutes.
More information:
 Printable key features

SalesNotes Enterprise System Requirements

Syncronisation Datasheet

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Tactic Solutions Ltd
PO Box 424
Harrogate
North Yorkshire
HG2 9WY
United Kingdom

Tel: +44 (0) 560 243 2433
e-mail: sales@tactic-solutions.com