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Sales Management / Telemarketing
Tired of not having a tool to track and measure your sales team’s success? Davisware Sales Management Solution/telemarketing provides the data and the reporting you need to do this. By using a centralized, web-available database, your users can use the same database, yet have confidence that the security prevents others in the sales force from seeing his leads. All of the data is consolidated for management reporting and review. Best of all, when one of your team decides to leave, s/he is not leaving with your sales database. That is a secure part of the database that belongs to the company.
  • The Davisware Sales Management Solution provides an automatic dialing function for group calling with on-line management of inquiries for current telemarketing status, including total calls, call backs, rejects, appointments, and percentages.
  • The product includes import of ASCII format data with duplicate file check, and thus allows marketing to be done from a prospect or existing customer database.
  • Conversion of prospects to customers occurs automatically, retaining history.
  • Group creation enables salesperson security on their own leads and prevents duplicate calling.
  • Call status keeps leads in a group until they are converted to a sales lead, service lead, call back, or reject.
  • The product provides user-defined data fields and calling group creation based on address, zip, phone, name, type, or lead, and unlimited contacts with unlimited history.
  • The system is menu-driven and includes on-line help.
  • Completely modular & menu driven.
  • Ability to create calling groups based on name, street, city, zip, phone number, prospect type, or lead type.
  • Duplicate prospect file check searches database for similar records to check for duplication.
  • On-line management tools to check current telemarketing activity status.
  • Calling groups can be created of customers without Orders or Service Agreements.
  • Ability to telemarket against existing customers or prospects.
  • Acceptance of data from outside mailing list services in ASCII format.
  • Within calling function, ability to flag calls within group as No Answer, Busy, Wrong Number, etc.
  • Reports of each call status can be generated to allow research of wrong numbers.
  • Ability to flag records to never call again status, according to new government regulations.
  • Unlimited contacts per prospect.
  • Unlimited activities per contact.
  • Activity codes set up to allow sort of activities by date or code. Gives management capabilities to see how many of each type of activity were done.
  • Next call dates assigned to each activity to flag record to call back in one day, one week, one month, etc.
  • User groups created to assign leads to particular sales personnel.
  • Groups prevent use of those leads by other salespeople, unless authorized.
  • Ability to convert prospect to customers, without having to re-enter data or history.
  • Ability to purge prospects by expiration date to eliminate outdated prospects.
  • Unlimited lines of memo for each prospect that are displayed on screen.
  • Ability to assign areas of interest for each prospect, as well as company size, and existing equipment information.
  • Tracking of last call date and next call date on main prospect screen.
  • Unique ID number assigned to each prospect.
  • Ability to assign prospect disposition codes to each record to track level of interest.
  • If interfaced with Service Dispatch, telemarketer can schedule Service Agreements directly from marketing screen with the system automatically converting the customer.
  • Sales calls can be sent directly to salesperson's mailbox directly from dispatching screen.
  • 6 user defined data fields for each prospect.
  • Ability to generate commissions for each sales appointment, order, and for each service call.
  • Simultaneous use of telemarketing system by more than one marketer without conflict.
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