Campaigns and Leads Management

Quotations & Sales Forecast Reporting

Appointment and Reminders

Personal Contact Lists

Mailmerge, Form letters & Email Broadcasts

Managing duplicate contacts

Telephony Integration (CTI)

Support Request Management

Support Contracts & Service Levels

Training & Course Management

   

   

   
Training & Course Management

  Sales Central@Work includes a comprehensive and fully-featured training module. Course Templates are set-up which are used easily to create records of scheduled courses. Delegate bookings are recorded, linked to contact records, and booking status can be progressed from Training Lead, provisional booking to confirmed delegate. Quotes for training courses can be recorded and used to produce printed quotations and invoices for training services.

The application allows you to manage waiting lists, to transfer delegates between courses and to produce reports of courses and projected revenues. The mailmerge and email facilities can also be used to communicate with delegates or to produce course documentation and delegate badges.


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