MAKING THAT FIRST CALL

Flash forward...to the point that you've made that first call.  You discussed your product and service and the prospect has told you that they need time to study it; suggesting that you call them back again in the future.

WHAT DO YOU DO WITH THAT INFORMATION?

It's what you do with this contact information that can make the difference in whether or not you make this sale.  Do you write it down in a notebook and later flip pages to find it....or do you have a database that you can store this contact information.

OUR SYSTEM IS AN ONLINE LEAD TRACKING DATABASE

Think of it as a phone book, but with the ability to append dated memos to the record in such a way that you can search for the information using any word you may have typed.

THIS IS HOW IT WORKS

You input the contact data into your database and then make a memo on the contact.  You place a reminder date in the record to give you a reminder of when you need to talk again with this client.  When you touch base with the prospect the next time, you can read your notes and then add to them...so that over time you build a complete record of your contacts with the prospect.

Consider the words of a user....
"FIVE YEARS.....it took me once to make a sale...over which time, I spoke with the prospective client from time to time, each time recalling for him the topic of our last contact call.  He thought that I had an fantastic memory, but in reality I simply had made notes of our contacts and referred to them as I called him each time."

System Features:

• Internet based - password restricted

• With a internet connection, you can access your data 24/7 from anywhere in the world.

• Data is completely searchable...find records with a single word

• Data can be exported into excel for mail merge and report generation

• No website is required

SOFTWARE AS A SERVICE  (SAAS)
Our system runs on our servers and is available to you on a monthly subscription.  If you have a website, we can incorporate the intake form into your site but you don't need a website in order to use our client database system. 

You own the data always and can export your records to a number of different formats, such as excel, word or pdf.  In the event you decide to discontinue the service, simply export your records before you un-subscribe.

Specialty Formats:
We can customize the system to fit your needs, but also have some standard formats available quickly.

General Sales Lead
Basic information that you would need, including a memo form that you can note each contact you make.

Insurance Sales
Specifically geared to the independent insurance agent, this system offers drop down forms for dependents, policies issued, polices about to expire and much more based upon what we believe your needs as an insurance salesman are.  This is ready to go now, but can be tailored to your particular needs.

Coming soon----Real Estate Agents

CALL TO DISCUSS YOUR NEEDS