ALCiE Contact Management
Part of the product line.
ALCiE Contact Management is a tool that complements
Sales and Marketing efforts. ALCiE C/M provides a contact database that not
only records contact names, but also offers Prospecting and Call log tracking
functionality. Unlimited contact names can be assigned to Prospects, Clients,
and Vendors. This plug-in module can run stand-alone or fully integrate with
ALCiE's Financial Suite.
Partial list of standard features:
Contact Management master screen provides general contact information, as well
as company information and notes.
Contact screen allows user to specify a contact type used to categorize the
contact as a Prospect, Customer, Vendor, etc.
Unlimited user-defined Contact types.
Prospect Master screen includes Action Items.
Prospect Status and Tracking capabilities.
Access to ALCiE Inventory, Accounts Receivable, Order Entry, and Job Cost, if
installed, during Quote entry.
Prospect Maintenance with virtually unlimited notes and contacts per prospect.
Detailed and summary sales forecasting available, in conjunction with ALCiE
User-defined sales probability percentages.
Salesperson tickler file and prospect tracking notes.
Salesperson call log/tracking.
Flexible reporting on a variety of functions, including: prospect master
report; quote status report; status change report; schedule by due date;
prospect activity report.
Additional tracking and statistical reports, such as salesperson trip status
report, call activity by month, call activity by manufacturing code, call
activity by prospect, and prospect follow-up in detail or summary formats.