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• It can help you and your entire staff better manage their activities, ensuring no task is overlooked.
• Track time and staff performance.
• Store all your opportunities with each member and ensure they are considered and pursued.
• Have your all your interactions with a member archived in one place, making it easy to pull up any file or information when needed.
• Synchronize your activities with your évoCalendar in Outlook and easily set reminders, assign priorities etc. like you normally would in your Outlook calendar.
Tasks, Meetings and CommunicationsManagers and sales staff can coordinate and track all of their activities –in one place.
Phone calls, meetings, emails, follow ups….you name it - your évoSuite software will help your staff manage their activities, and ensure no task is ever overlooked.
Within each member file you can:
- Create tasks, assign them to specific staff, and track their progress.
- Schedule phone calls for yourself or staff, and create notes for inbound calls you receive.
- Schedule meetings.
- Create projects, set up milestones, track time spent.
- Add notes, images, documents and other files to any type of activity (or contact).
- Create smart templates for letters, faxes and emails and have the recipient details auto-fill.
- Set automated rules to create activities for your website enquiries.
For example: every time someone fills out a Re-Seller Interest form, your business development manager can receive a task to email this new contact.
- Create and track sales opportunities.
…and much more!
Knowledge is Power
Referencing an activity against the contact(s) and staff member(s) involved means that you can easily track all activity relating to a particular contact throughout their entire relationship with you, and easily track the actions of your staff.
Management, then, can get an overview of all activities scheduled for their staff, run reports of recent activity and quickly produce a clear picture of where everything sits in the sales pipeline.
Activities sit within a calendar
Activities integrate seamlessly with your Outlook as an évoCalendar - so your team can view their entire day, week or month of scheduled activities, and set up reminders and alerts for them.
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RéserveGroup is Australasia's leading marketing technology company.
With the Internet playing an ever increasing role in reaching customers and sharing information, marketers have asked for smart internet enabled marketing technologies. Our products and services deliver this huge leap forward for businesses and organisations who want to take their marketing to the next level.
Our truly integrated Marketing Automation Platform includes Client Relationship Management (CRM) Software, Content Management Systems (CMS Websites), eCommerce, eMarketing, Document Management Systems (DMS), Event Management Software, Travel Software, and many more marketing focussed modules.
Our services include project marketing strategy, creative services, software project management and development, website design, copywriting, and other marketing plan implementation services.
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