Product Name:

Tracking Module for CRM

Description:

With the 3C Tracking Module for CRM you will find customers and persons not really good looked after.

See as an example:
• All A und B customers without open sales
• All A customers without open appointments
• All companies and persons no one had talked with since two years
• All persons without any personinterests and more

Even if all sales people are working careful not all customers are looked after in the best way. Important customers without any planned follow up, persons where no one had talked with since two years and more. The “3C Tracking modul” helps you to find either customers not worked on or companies and persons without any activity since e.g. three years

First you select what kind of tracking should be used: Find companies or persons, what are the criteria (no sale information, no appointments or no interests). It is possible to define, what appointment types has to be considered. (maybe an appointment type like ‘Mailmerge’ has not to be considered as a valid activity type).

In the second step categories, business or only companies from specific users can be defined as additional search criteria.

The third step will ask you, to what selection the result has to be copied (existing one or new one). Then the program starts searching and finding what you are looking for.

Language / Specifications:

English. Needs SuperOffice CRM 6.x or higher installed, Reporter must work.

Price / Delivery terms::

The solution is available now and will be delivered electronic. Please order via E-mail:   or write / send Fax to: 3C Solutions, Im Katzenstein 9, 45527 Hattingen, Germany Fax: +49 2324 93 55 97