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Basics of Database Design Software

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Including details on each company and person at each company Opportunity/Sales Management Track proposals sent, amount of potential business open by you/your sales team, who your competition is, where your business is being referred from. Customer Service/Case Management If you have any products or services that require customer service or call center needs, you can track which client or prospect the issue is for, what the specific issue is, who it is assigned to, how long it was open for, and how it was resolved. Marketing/Campaign Management If your business is involved in any marketing activities, you can track who each mailing went to, what items are part of a specific marketing campaign, who is attending an event, etc. It allows you to track the profitability of each campaign and see what marketing efforts are working for your company.

Activity and Calendar Management Fairly Usa Email List self-explanatory - allows sharing of calendars amongst team members, seeing all upcoming calls, meetings, to-dos, etc. for each contact in your system, allowing a full picture of all interactions with your customers and prospects. Notes and History Tracking View all sent items (emails, mailings, etc.), completed calls, meetings, to-dos, etc to a contact. See any notes entered on that contact to see a full picture of all past interactions with your customers and prospects. Email Management Allows viewing, sending, and receiving emails within the database system (and not relying on an outside program like Outlook, Lotus Notes). Can be used in conjunction with other email programs. Allows you to attach specific emails from contacts in the database right to the contact record.



Project Management Assign tasks, milestones, due dates to complete a client project. Similar to using Microsoft Project or another project management tool, but it integrates the project data with the contact, account, and/or opportunity data. You can assign appropriate internal resources to each task or project and track actual work time, including billable and non-billable time. Some systems also include an expense component to their project management tool. Dashboards/Business Intelligence A quick glance at your business' metrics --of open opportunities per stage of the selling cycle; dollars of business still open;  of new clients per month, etc. The list is endless, as the Dashboard views are very customizable. Customized Reports Most database systems come with various "out-of-the-box" reports. However, these reports were designed for the masses, and not with your business in mind.

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