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Gaining a Competitive Edge with CRM

by | Aug 2, 2005 | INFOtrac CRM, Promos, Vertical Solutions

Dear AccountMate Clients;

In February, AccountMate unveiled INFOtrac for AccountMate – a comprehensive, tightly integrated CRM (Customer Relationship Management) solution.

NexLAN has implemented INFOtrac for AccountMate internally and the results have been outstanding.  Thanks to the customer-centric environment that INFOtrac provides, we have seen immediate benefits including:

  • Faster access to client information with centralized, consolidated data and history tracking
  • Improved time management with tasks linked directly to clients and built-in follow-up
  • Customizable screens for data collection and fingertip reporting to quickly update the entire team or view progress and trends
  • Real-time data directly from AccountMate, providing account balances, statements and other vital details at a glance
  • A fully searchable knowledgebase and internal document management for working more efficiently and accessing the information we need

Several of our clients have shown interest in learning more about the benefits of a total CRM solution.  While we are more than happy to get together with you to demonstrate the many functions and features of INFOtrac, AccountMate is hosting one-hour webinars throughout the month of August.

In addition to detailing the functionality of INFOtrac for AccountMate, the webinars will focus on how you can gain a competitive edge through the effective use of integrated Customer Relationship Management (CRM) functionality, including:

  • Gaining more market share
  • Making better decisions about who you should market and sell to
  • Determining those customers on which you should spend the majority of your time and energy
  • Determining which customers you should ‘fire’

The four available sessions are:

  • Wednesday, August 10, 2005 at 10:00am – 11:00am PDT
  • Tuesday, August 16, 2005 at 11:00am – 12:00pm PDT
  • Wednesday, August 24, 2005 at 10:00am – 11:00am PDT
  • Monday, August 29, 2005 at 11:00am – 12:00pm PDT

If you would like to attend, please register at www.accountmate.com/kswebinar/.  We look forward to working with you to identify the benefits of implementing INFOtrac for AccountMate in your business.

Regards,

Kevin E. Stroud
NexLAN, LLC
https://nexlan.com