Do you really have all the business you can handle?
If not, please read on.
Hopefully you are now aware of our latest system upgrade which includes a major development of our Client Relationship Management area.
Opportunities lost, through lack of follow up
or through insufficient data retention on prospects, are frustrating and
costly.
workamajig's new release
introduces a system of data segregation for the Sales area to retain data and
history on your:
More security choices
Visual import is now available, and the added Public and Private folders enhance
the security and viewing options of your contacts. You decide which security
group or staff member is able to access each folder and view a full history of sales related data.
Improved management of leads
Marketing Groups can be set up to group together Contacts and Leads for
email marketing. You then have the ability to convert leads to
contacts/companies/opportunities/activities in one step.
Information can be updated on multiple leads at once, with the ability to
remove/merge duplicate leads.
Flexibility of contacts
Contacts can now be added without company information. You now have the
ability to move a contact from one company to another.
There are additional standard listings concerning the 'Win Without Pitching' methodology.
Streamlining activities
Activities can now be linked to multiple companies, opportunities, projects,
tasks, leads, and project files.
Reminders for activities can be added, and an activity can be made
private.
Email Marketing
Integrated with My Emma.
This automates activities/actions in workamajig for the results obtained
by the Email campaign conducted in My Emma.
Well, have we impressed you
so far?
If you would like to schedule a training session to help you make full use of your new CRM capabilities please contact us.
Rondelle Taylor: Ph 0449 169 411
support@softwaredownunder.com.au
www.softwaredownunder.com.au
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Reminder for the new Financial Year
For you Beanies - don't forget to set your 2010 Financial Budget into workamajig.
" Accounting > Financial Budget "
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Tip of the Month: Important
Please read the Release notes "Before You Start Guide" regarding 10.5 found by clicking on the help icon ? at the top left of your desktop menu bar, as there are certain settings that require altering regarding the adding/viewing/deleting of companies.
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