The Companies and Contacts databases stores and manages all your customers and prospects. Companies can be segmented into types, industries, areas and groups. User defined fields allow you to customize the system for your business. Any number of contact people can be stored per customer. Your customers can be allocated to your branches and sales staff within branches.
Schedule your customer and prospect follow-ups using the Activity Management function. The system manages daily, weekly and monthly views of each sales person’s diary.
Use the Opportunity Tracking functions to manage new business acquisition.
This page presents a visual summary of the sales person’s sales environment. The recent opportunities, activities, contacts and companies are displayed. A graphical “funnel” representation of your sales pipeline is represented. New leads flowing into the system are also visible.
The BluWave crm Cycle Planner feature allows all BluWave CRM users to create recurring activities for e.g. cyclical telephone calls and visits for customers and prospects. In addition, the cycles can be planned using routes and areas so as to minimise the sales person’s travel time across his territory.
Use this function to generate customer quotations. This function is a great productivity booster for a sales person as it achieves 4 processes from one input.