Contact Management

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Contact Management

We speak ‘Act!’, ‘Goldmine’, ‘Salesforce’, ‘Access’ and loads of other CRM packages – we also speak ‘common sense’ so it doesn’t matter if we’re integrating with a multi pan dimensional global sales team or a normal business – we can make it work.

Our robust reporting structures can filter information and data into your system in whatever formats are required.

Remember - any information that is created on behalf of a client belongs EXCLUSIVELY to that client.

Tempest Cosgrave Newsletter

Element

For those of you fortunate enough NOT be encumbered by an all singing all dancing CRM package that doesn’t do anything it says on the tin then we have something you may like. Element is a contact management tool specifically designed to help generate and track leads through the initial phase of the sales cycle.

Basically, it's MS Access on steroids, which means it’s cheap to implement and fully customisable.

Call Back Request

Element Features

It loads up a company with all the contact names associated.

It lets you add, amend and delete contacts.

You can makes notes of when, who and what you said to prospects.

You can schedule follow up actions on a diary.

You can extract any of the data in anyway you like.

Er, that’s it.

Downloads

The Three Rs – our mantra

Right message

Right person

Right time

10 Things you must do BEFORE a call

Free guide explaining all the critical aspects to bear in mind before making a call.

10 Things You Must Do ON a Call

Free guide explaining all the critical aspects to bear in mind whilst on a call.