MSD Contact Management Database

MSD Contact Management Database - An Overview

The Contact Management Database module links dynamically with the Sage Line 100 Sales Ledger. For Sage Line 50 users the link to the Sales Ledger is by a CSV batch update. For both versions, there is a two way link with the Sales Ledger. For example, changes can be made to the prospect record and these will be reflected on the appropriate customer account in the Sales Ledger. The Contact Management Database can link to both the DOS and Windows versions of Sage Line 100 and Sage Line 50.

Prospect details can be recorded and if the prospect becomes a customer then the customer account creation can be made from the Contact Management Database.

The user can make notepad entries against each prospect record or prospect's branch to monitor the sales function. 'Sales Prospecting Letters', will be held in Word and the user will mark the record in the Contact Management Database with the appropriate letter identification required for the mail shot. When a mail shot letter has been generated, the Contact Management Database will produce the relevant comment and stamp each prospects notepad record when the sales letter is sent. The person generating the mail shot information will also need to enter a global follow up date. This will be entered on the notepad record so follow up reports can be produced.

The purpose of the Contact Management Database is to monitor the 'Sales Cycle'. This will allow the user to enter records onto a prospect or a prospect's branch record. In addition, comments can be recorded every time a communication is made to the prospect and 'the next move' situation is monitored for the user.

The note pad in the comments section allows an unlimited amount of text to be added and attached to an account. This information is kept on the system until the user clears down the Contact Management Database with the special routine provided. The system links to Sage Line 100 or Sage Line 50 Sales Ledger and when the user supplies goods or services to the prospect will allow a Customer Account to be set up.

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