CBMS - Overview

DataCraft's Contact and Business Management System is the tool of choice for busy, telesales and selling operations.

Available in both single and multi user options, CBMS satisfies whatever requirement you may have for the size of your business.

CBMS tracks all your Calls, Quotes, Sales, Purchases and even Subscriptions (where appropriate) both by user and by Sales Person.

Product and service descriptions together with prices (and commission rates) are stored in a lookup list so that creating Quotes and Sales is simply a click away.

All Prospects, Customers, Accounts and Suppliers are stored and displayed in the master Contacts List and you can switch from one group to another in a second. Each contact is assigned to the user who entered it into the system so individual telesales members can easily work with their own contacts while accessing the master, communal CBMS database.

Each contact can be Profiled with as many attributes as you wish to track. The powerful Profile Query Engine lets you find all contacts that meet the profile you are seeking. Another click and you can mailshot these contacts in seconds using the link to MS Word.

The powerful Purchase Query Engine lets you find those customers who have purchased one or more of your products and services, for any period, and you can then mailshot these customers in seconds using the link to MS Word. Great for launching new items in your portfolio.

CBMS creates the invoice and stores each in the Sales Ledger automatically. Complete payment history and outstanding balances are displayed automatically as soon as you highlight a contact in the master contacts list. All Sales are logged against a Sales Person so that both performance and commission statistics are immediately to hand.

The powerful Call Logging Manager stores all communications between the company and your contacts together with date and time reminders of actions to take in the future. When an action is due, CBMS will popup a reminder message so that you don't lose track of the promises you make to clients.

Tax or Vat is automatically calculated on each line item of a Quote or Sale. Summary Tax reports (eg: for Vat Returns) are a simple click away.

Managers can easily track the activity generated within CBMS with instant summaries of how many Contacts, Calls, Quotes, Sales, Purchases and Subscriptions have been petered into the system, by whom and for any period. This helps to identify those areas of activity that need attention before it is too late!

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