Sales and Marketing
Overview
Shafer’s Sales and Marketing Module was designed with one idea in mind: to help our users manage their marketing programs in order to increase their marketing effectiveness. We realize that your marketing team is executing many tasks at once, that's why we have designed our software to streamline the marketing process by automating many of these tasks.
Marketing is normally done at two levels: existing customers and new customers. Shafer's campaigns feature will allow
you to market to all existing customers. New customer "source of call" and "referral" information is monitored by the system and may be accessed easily via our marketing reports option. Using the systems ability to access and analyze a larger database enables you to retrieve special lists of existing customers that have particular needs. The system can send letters, proposals or even maintenance agreement information. Even when the phone rings, the system displays all pending work from the service work generator, empowering your personnel with the knowledge needed to upsell to the customer. When a sales call comes in, the operator can quickly take the call and place it in a sales lead file. Sales Leads are tracked throught the entire sales cycle and management will always know how many working leads each salesperson has in his queue. The system even provides follow-up and monitoring features.
|
