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SalesdeskSuite

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Organize your contact and account information, manage daily calendars, and effectively communicate with current and future customers, all with SalesDeskSuite.

Account and Contact Management

• Organize accounts and contacts by groups.
• Notes and History allows you to view past meetings, document uploads, notes, and other communications.
• Future Activities provides a quick view of your forward calendar for a particular contact. Documents allows you to upload documents relevant to a contact.
• The Additional Contact Info tab allows the user to create customized fields.
• SalesDeskSuite also has a customizable tab that can be setup by MatrixWebs for particular industries.

Document Management

• Upload documents for specific accounts and contacts.
• Set follow-up dates to remind you to follow up on a proposal.

Calendars

• Schedule events, meetings, quotes, or simply phone calls. Set reminders to email you or notify you in the web client. The flexibility of SalesDeskSuite means you won’t miss a beat! (or a sale)
• Calendar views let you view your schedule through the month, week, or day.
• Use the Outlook integration tool to export your data to Outlook 2003/2007*.

Asset Management

• Use the customizable tab to create an Asset Management sheet to follow up on client properties or equipment. Set reminders to follow up with contacts.

Data Import and Export

• Get up and running quickly with a simple import of your data from Act! Or Outlook.
• Use the export feature anytime you wish to export your data to another program.

Reports

• SalesDeskSuite can produce customized and detailed management reports.

Multi Company Capable

• Do you own more than one company? With SalesDeskSuite you can set up all your businesses to use the system. And no need to purchase another copy – do it all with one version of SalesDeskSuite.

Other Features

• Allow managers access to all users’ contacts and calendars.
• Set permissions for users to share contacts with other users.
• Send simple emails within the client.
• Send mass emails to groups of contacts in HTML.
• Create a task list of items to do.
• Store sales materials for your company in the management area.

Milestones

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Screenshots

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Videos

Sources