Prospecting

The prospecting module provides a series of vital sales tools, making it straightforward to setup effective campaigns and track results. It includes a contact management system for scheduling advisor appointments and call lists, and provides demographic analysis capabilities.

  • Track sales campaign progress and success at every stage
  • Build stronger sales campaigns that tie-in with promotions
  • Understand prospects better - demographic analysis and data importing
  • Manage contacts effectively - schedule advisor appointments, assign call lists, etc