Powerful sales enquiry and action follow-up system.
Prospect Centre is the Tesseract service management CRM module handling both new and known (customer) sales prospects. actions are logged against opportunities and a salesman’s ‘to-do’ list generated.
Prospect Centre, the Tesseract CRM module, is a fully integrated sales enquiry and action follow up component giving full access to all sales actions.
Prospect Centre has been designed to allow for the registration of both new sales leads and existing customers allowing the user to monitor all sales activity in the system. This basic information is added to the database together with other relevant data like the sales source, sales value with hit rate, product required, sic code, expected close date, salesman and next action date. The system handles multiple opportunities against a single prospect and has an on-demand ‘Salesman to-do list’ feature that displays a chosen Salesman’s records in next action date order, ascending or descending, defaulting actions up to the present date with the option to change if required. As each action is completed, the user can add date/time stamped action notes with duration and subject and select a next action date in the future.
As more actions are added to each sales enquiry the action status allows the user to reflect the current sales position and a view of all the sales actions by sales lead will show the history of the sales enquiry.
The system is also linked to Quote Centre so quotes can be added to any opportunity at any time