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Improving your predictions

Software Downunder Newsletter Sept '09

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Greetings!

Managing your contacts, leads, and prospects well is a huge asset to any business. Valuable opportunities get lost all too often by not saving details in a central system for easy reference and follow-up.
Tracking Future Business
Most of you are looking for a simpler, faster method of managing your new business leads. workamajig is a customer relationship management software (CRM for those who love their acronyms) that can be completely customised to meet your organisation's needs.

Opportunities - possible new projects that you are discussing with current clients or potential clients - are tracked with all the related communications. Not just contact information, but  correspondence, specifications, estimates, and any notes or documents related to the opportunity can be managed in the sales section.

workamajig enables you to segment your leads by sales stage and overall status of the opportunity and run reports accordingly. Details of the opportunity can also be recorded and tracked to your calendar; making it easy to view all prior meetings and discussions.
Once your lead becomes an actual project, all data recorded in the pre-sales process is easily
referenced.

As you can now track the outcomes of opportunities you have a better understanding of why business is lost or gained.

Reports
Several convenient, functional reports are available for the analysis of new business opportunities. 

Standard workamajig key sales reports are:
  • Contact Activity
  • Opportunity Lists
  • Pipeline Summaries
For any individual needs you can also customise your own  reports.

Compiling your own information at a moment's notice has previously never been this easy for creative firms.

If we can help you further to maximise your benefits from the CRM area of the workamajig please contact us to schedule a session.

Email all helpdesk queries to:
support@softwaredownunder.com.au
Please include as much detail as possible to enable a speedy response.

Sincerely,

Rondelle Taylor
Software Downunder

www.softwaredownunder.com.au
Quote of the Month

"Early to bed, early to rise, work like hell and advertise."

Ted Turner



About Us

Our director, Rondelle Taylor, has ten years experience as the financial controller of a medium sized agency, handling a wide variety of project types and sizes.
Recognising the problems of not having an adequate system for project management, profit tracking, and the need for integration of separate systems (excel, word, and myob etc.) led to the current consultancy role.
A detailed analysis of available software solutions has enabled Software Downunder to recommend a system to best fit your needs.

AboutYou

You need the software solution that suits the size of your business and the complexity of your projects. If your projects are simple and you currently have less than 10 people handling them, your software requirements may be simple also. Speak to our consultants about alternative software packages for the best fit.