Products : SalesTrak
The VanS SalesTrak System allows immediate response to sales leads by reminding the salesperson when to call, monitoring conversations with prospects, and generating the necessary follow-up letters and internal documents. A booked move triggers prospect information to be transferred into the VanS Move Entry System. SalesTrak can also be used to monitor national accounts, automatically send e-mails and coordinate direct mail campaigns, etc.
Entry and Inquiry
- Set initial survey appointments by viewing the sales staff availability on the Sales Appointment Screen.
- Show scheduled calls for any day, week, or month for a "snapshot" of scheduled commitments.
- Access an existing prospect by name, phone number, appointment date, or next contact date.
- Provide security by allowing salespeople to access to only their customers.
Interfaces
- Update prospects from SalesTrak to Move Entry by assigning the registration number.
- Generate management reports such as Closing Ratios, Lead Analysis, Lost Prospects, etc.
- Download survey information to hand-held estimating devices.
- Upload estimates from hand-held devices to SalesTrak.
Sales Features
- Automatically determine the next contact date for each prospect, based on a user-defined frequency.
- Generate a contact list at any time to show which contacts should be made each day, along with names, titles, and any special comments noted in past conversations.
- Record all conversations with the Prospect Memo System. Each memo is stamped with the entry date, time and who entered it.
- Create memos automatically when letters are printed or when the move is updated to Order Entry, or when an appointment date is changed, providing a complete history of the lead.
Correspondence
- Export prospect information to Microsoft Word for form letter mail merges, or mass e-mail campaigns.
- Prepare mass mailings of specific letters to selected groups of prospects with the Prospect Selection program.
- Select specific information for a group of prospects by state, zip code, source of lead, type of move, or any field within the SalesTrak System.