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CRM
Manage Your Business
With a schedule that grown busier by the day, it can be hard to keep track of all
of the things you have to do, much less keeping up with everything that your employees
are doing. The new Day Planner Add-on will help you to effectively manage your calendar
with alerts that tell you when you’ve got an upcoming scheduled activity and a Task
List that allows you to track projects from inception to completion. You can view
your calendar in daily, weekly or monthly stages and easily drill down to see the
detail behind any activity or contact.
Grow Your Business
Lead generation is expensive and time-consuming, so make sure that none of your
prospects fall through the cracks with the right contact management tools. Adept.Net
will not only allow you to track history and contacts with every prospect and customer,
but also notes and user-defined tabs that will allow you to store information gathered
during the qualification process. The auto-scheduling feature will allow each user
to automatically schedule follow-up activities each time a prospect or customer
is created. You can set an alert to have a salesperson schedule a product demo two
days after the initial contact, or schedule a customer service representative to
do a post-purchase survey 15 days after your prospect becomes a customer. This will
ensure follow-through for your customer on every level and they won’t forget it.
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