Contact Management System

The SoftWires’ Contact Management System enables management and account managers to update and maintain their visit and agenda information online using the latest web technologies. Available as both a standard desktop edition and Web edition, the CMS allows transparent connectivity and dynamic syncronisation to the PCP2 database.

Enables the management of:-

• Customer communication
• Appointment and visits
• Generate automated agenda, tasks, & visit reports
• Custom Reporting/Web Reporting

Customer/Prospect Profiling

• Enables Customer and Prospect viewing/editing
• Automatic email notification
• Company contact management

 

Itinerary Management

• Integrated itinerary/calendar
• Sort by account manager/period
• Automatic appointment conflict prevention & management

Agenda Management

• Enables the management of appointments
• Generate automated agenda/tasks
• Custom designed reports using Crystal reports

Visit Reports

• Automatic web reporting
• Sales representatives can print a company current activity/profile/history before a visit.
• Add/Modify immediate and long term customer opportunities & customer perceptions