SalesCTRL

SalesCTRL Customer Relationship Management 
Designed to Work the Way Your Business Does!
SalesCTRL™ provides your sales, service, marketing, and management teams with an out-of-the-box proven solution that helps them find new customers, close more sales faster, grow existing relationships, and manage their business processes.

Only SalesCTRL gives you these features and more:

  • User-defined fields, database structure, and user views
  • Multiple relationship levels
  • Unlimited contacts per company
  • Activity tracking and reporting
  • Field, record, menu, database, and user-level security
  • Report writer for custom reports, forms, and labels
  • Multiple contacts and databases open concurrently
  • User-defined queries on any database fields
  • HotLink™ accounting software interface for account status, quote entry, order processing, email order acknowledgement and quotes, inventory lookup and reporting
  • Global-find function with ability to search across multiple databases
  • Integration with Microsoft® Outlook, Word, and Excel
  • Extensive data import and export capabilities
  • Remote user data synchronization
  • Task Manager feature enables automation of routine tasks
  • Google Maps® interface for driving directions
  • Automated workflow and marketing
  • Industry specific database designs
     

 

SalesCTRL is designed for companies looking for a proven, easy-to-use, cost-effective, and scalable CRM solution.  You can quickly implement, customize and maintain SalesCTRL without the expensive consulting engagements required by other vendors.  SalesCTRL uses 100% Microsoft technology including a seamless integration with the latest version of the Office® product line - Excel©, Outlook©, and Word©.  

SalesCTRL helps you with:

  • Company and Contact Information

  • Account Relationships
  • Opportunity Management
  • Sales Forecasting
  • Lead Tracking
  • Marketing Automation
  • Document Management
  • Quote/Order Processing
  • Automated Workflow
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  • Customer Service
  • Telemarketing
  • Sales Force Management
  • Custom Report Generation
  • Activity Scheduling
  • Remote Data Synchronization
  • Broadcast E-mails
  • Sales Partner Management
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The SalesCTRL HotLink integration to Order PLUS!™, Open Systems OSAS® and TRAVERSE® provides these capabilities and more:  

  • Real-time access to customer account information including credit status, open invoices, open orders, sales history, inventory pricing and availability
  • Ability to enter orders, sales, returns, and quotes
  • Convert a quote to an order, and print user-defined picking slip
  • Email a user-defined quote or order acknowledgement
  • Convert a prospect to a customer, and create an account in OSAS / TRAVERSE
  • Setup customer order and inventory item reminders
  • Generate custom reports
  • Import customer data from OSAS and TRAVERSE for setup and maintenance
  • Configure security by menu, function, sales rep, customer and inventory location


 

Please contact us for a free 60-day software evaluation to help you understand why more companies choose SalesCTRL for their customer relationship management solution.

Additional SalesCTRL Information:

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