General Features
Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Its hard to sell value to a customer if you can't track the value that you provide. Tour de Force Sales Activity Management will help keep your sales reps organized and working together so your customers receive the attention they need.
Having instant access to up-to-date information about prospects, customers, vendors, and internal associates allows users to be more effective at managing business relationships. Tour de Force gives users the ability to easily log and track all correspondence associated with customers, prospects, and other business relationships.
The Tour de Force Activity form in Tour de Force can be used to track completed Activities for all of a company's business relationships. Users know what happened, as well as when the Activity happened.
The Activity Wizard is designed to allow users to enter multiple Activities into Tour de Force simultaneously. Multiple Activity items can be entered and associated with the same parent item, or multiple Activity items can be entered and associated with different parent items in the Activity Wizard window.
The Tour de Force Activity form can be used to record activities related to Prospecting and Introduction, Customer Relations, Training events, and Support requests. For example, the Tour de Force Activity form is used by companies that require sales people and customer service representatives to log all phone calls related to customers and prospects throughout the day.
For example, a sales manager can keep the Activity Wizard window open during the day to enter all of the sales calls to and from customers as the sales calls occur. Alternately, a customer service representative can enter all of the calls to and from customers for the day or week when appropriate.
The Specifications section on the Activity Wizard form is 100% configurable!
Provides tools to quickly log Sales Activity and generate next Action steps with Contacts
Easily set up user-defined fields to specify and track activities for benchmarking
Link Sales Activities to Contacts, Accounts, or Opportunities
Export Sales Activity with extensive filtering to create customized reports
Ability to link Sales Activities to a specific Opportunity as well as the ability to report all Sales Activities related to a specific Opportunity
Single-click generation of Next Actions (All items) while entering a Sales Activity
Single-click access to all company templates while entering a Sales Activity
Ability to log the duration of a Sales Activity for companies that track total sales time with Accounts