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The Minotaur CRM module allows you to manage your business
contacts, both prospects and customers, to help you track
all interactions for improved customer service. A master
record for each contact keeps track of all your key information
about that contact. Each Minotaur user can be assigned
tasks to complete for a given contact, like preparing
quotes, following up on complaints, etc. When complete,
the Minotaur user can record the task as finished and
add in any related comments in the notes section. All
entries are date stamped for an easy chronological showing
of events. A prospect can be easily turned into a customer
so the entire history of your sales prospecting is retained.
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- Unlimited length notes section for recording details
of customer/prospect interaction
- Management can view all open tasks by user to keep
on top of what contacts have issues
- You can print labels for mass mailings to prospects/customers
- Contact list reports can be produced showing summarized
or detail information
- You can assign multiple tasks to different users
all relating to a single contact
- You can set up multiple people from one company
with their individual addresses phone numbers, extensions
and direct email addresses
- Your staff can now use one central repository of
information about a contact thereby avoiding individual
staff members from maintaining their own personal
database of information on a customer that is not
accessible except through them
- On the road sales staff can connect remotely to
manage their prospect and customer accounts through
the internet.
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| Click
here to download printable version in PDF format |
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