Solution-IV® Prospect ManagementSolution-IV® Prospect Management
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Solution-IV® Prospect Management is designed to assist the sales staff of a Solution-IV Accounting installation in managing their prospect database. Prospect Management is integrated with Solution-IV Accounts Receivable, giving the user the option to convert a prospect into a customer and then enter quotes or orders for the new customer. It is also integrated with the Solution-IV Gateway for Microsoft Office Library, allowing the user to generate form letters for either prospects or any of the alternate contacts. Other features are included as well, such as fifteen (15) user-definable sort fields, full text field, last and next call dates (which can be updated automatically), and a full "to-do" list complete with text and phone calls to be made. FeaturesParameterizedThe parameters allow you to customize the Prospect Management System to meet the specific needs of your company. Here is where you will indicate the "days to add" when computing the next call date, as well as provide the descriptions for the fifteen (15) user fields. User Class CodesUser class codes are the specific codes used within each of the various user fields defined in the parameters. Examples might be something like A-Agricultural under the user field Company Type. Prospect MasterfileThe entire system revolves around the Prospect Masterfile. From within this screen you maintain the name and address information, all contact information, the tasks to be done for this prospect and any notes regarding the prospect. Contact InformationAn unlimited number of contacts may be maintained for each prospect in the system. Call ReschedulingThe Reschedule Calls function allows a sales rep to reschedule calls for a future date. This function is especially useful if the sales rep has gotten behind on calls either in general or because of a trip or other absence. ReportsProspect Masterfile ListingThe Prospect Masterfile Listing shows all of the prospect's information, including name, address, phone numbers, user fields, tasks and call notes. Task List ReportThe Task List Report combines all tasks from the task file, calls to be made and prospect notes for the specified sales representative. The report can be limited by date range, task type and/or task status. Solution-IV ApplicationsOther modules in the Solution-IV Library consist of the following:
* Integrated with Prospect Management |