DCS Head Office: Boston Lodge, 42 High Street, Boston Spa, West Yorkshire, LS23 6EA Tel: 01937 541 411
Company Registration Number: 1629574
Telephone No: 0845 0344475
Email: info@dealercrm.co.uk
The Complete CRM System
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CRM: Selection
"Powerful marketing selection screen for generating company and contact details for mailing and e-mailing"
A selection can be made from 12 selection criteria or a combination thereof, and added to with further selections, or records removed by
using the same criteria.
using the same criteria.
The selected records can be mapped onto Microsoft MapPoint, with colour pushpins designating the area, sales person, or turnover. Route plans can also be produced if required.
Contacts on the chosen records can be selected by job title and the file can be mailmerged into a Word template for mailing or an html for e-mail.
The activity created automatically updates all the selected customer records with a follow up date, narrative and value and records the document template used.
Tailorable Information
Map Information
Mailmerge
Track Activities