Jewel - Contact Manager

The Contact Manager Module aims to help streamline the process of following up with customers by providing a systematic method of segregating prospects. This enables the management team to maximize the time spent with clients thereby leading to enhanced productivity and greater business generation. These and other features help to focus on more profitable business prospects.

Module Highlights

• Manage your customers better than your competitors by recording details of every relationship with prospects and customers
• Manage an unlimited number of contacts
• Record and view a complete history of all customer interactions, including faxes, emails, and calls
• Use the opportunity management feature to create an opportunity for every new sales lead to ensure a higher probability of success
• Manage an entire pipeline of opportunities from lead to close so you don't forget any lead or any sales step
• Access, view, and print reports of pending and completed activities

Setup

• Set up
  This option is used to define various commonly used terms in selling parlance. Company defined phrases can be setup that are used later as means of quick and efficient sales reporting and monitoring mechanisms. This is also useful to streamline the process of qualifying sales leads and prospects and to ensure that all salespeople use a standardized form of communication for reporting sales activities and status to top management.
  Examples of “Contact setup” are defining industry types, lead sources and lead status.
• Salesperson
  This is a databank to store data of salespeople and their commission structure with related details.

Contact

• To Do
  This is used to assign a task to a colleague .The user has to fill in the details of the customer and also mention the priority that has been assigned to each customer. The due date for addressing / completing this task is also recorded.
• Account
  This records details of the account or in other words the customer details like the contact details, contact person, the sales person following up with the customer etc. This also becomes a virtual storehouse to look up all kinds of contacts established with a customer.
• Contact Person
  Personal and professional details of the contact person/s in the customer organization are entered here.
• Opportunity
  This screen is used to mention the status based on the various parameters that are selected. A user enters the rating that he / she would like to assign to each client after his or her interaction with clients. The probability of success possible with that client or for that particular deal is also mentioned alongside.
• Lead
  This is used to record names of prospects that may have been gained from various sources. These can been later converted into “Accounts” from the same screens.

Reports

• Pending Activity Report
  This gives a list of activities that are yet to be completed .It serves as a valuable tool to monitor the progress of each account .The management would know that the account progress and the stage wise movement of each account.
• Completed Activity
  The list of activities completed within a giving range of time, or for a given category or for a salesperson or a group of salespeople can be ascertained from here. This can also be effectively used as a performance management tool to evaluate the progress and efficiency of each salesperson.
• Contact List
  This is a list of customers / prospects. These can be segregated according to category, the source from they have originated, etc. These can be obtained in a list format or even a labeling format that can be used for direct mailers etc.