Prospects, Customers & Sales
Can you easily list your best customers, hottest prospects, and top referral sources? Do you know who to up-sell, pitch more deals to, and cultivate for referrals? Then follow the example set by thousands of other companies that use Salesforce to build their business.
read moreAccounting System Integration
You know Accounting tracks what has already been purchased. But did you know that Sales tracks what might be purchased? Find out why you need to integrate both through Salesforce to make the best business decisions – and become more productive.
read moreMembership Management
Every year, members come and members go. But if you have hundreds or even thousands of people in your organization, how do you accurately track as many active members as possible to proactively manage their renewal process?
read moreDirect Mail Marketing, Statistical Analysis with RFM
Do you have a custom program that analyzes prospects based on their past transaction history? Does it help you create effective direct mail lists for marketing campaigns? And does it statistically rank prospects who are most likely to respond?
read moreApplicant Screening and Processing
Have you ever wanted to track and process applicants from first touch through evaluation to final decision? Have you wished you could streamline the manager’s tasks? Find out how with significant time-savings by enabling applicants to update their own records.
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