In an increasingly competitive environment, your success depends on making the most of your sales and marketing prospects, contacts and existing members, and the Gladstone Contact Manager “CM” could be the difference between winning new members - or losing them.
STAY INFORMED
You can quickly and easily look up names, addresses, and phone numbers in seconds. Each record includes an unlimited contact notepad so you can keep notes from each conversation and meeting. A unique history log will allow you to schedule new communications and recall all completed activities for every contact. With CM you will always have the information you require at your fingertips.
STAY ON TOP
The integrated activity scheduler lets you schedule unlimited club tours, calls and to-dos in just a few clicks. As a sales person or manager you can quickly view your schedule for the day, or see what your colleagues are doing - you can even schedule activities for them. With CM you’ll stay on time and on top of your schedule so you never miss that important next step or opportunity to close the sale.
STAY IN TOUCH
CM also allows you to communicate with your prospects and members using SMS or email, enabling you to keep them up to date with your products and services, make more sales and increase your customer share. You can even communicate with lapsed members to encourage them to come back.
KEY FEATURES
- View the list of contacts from Plus2
- Search for a contact
- Display & amend contact details
- Add a new contact
- Duplicate checker
- Create relationships between contacts
- Marketing preference
- Present all User Fields from Plus2
- Create and send individual emails
- Create and send individual SMS
- Schedule appointments & assign users
- Audit of activities, notes and changes
- Postcode lookup
- Built in SQL reports library
- Inclusion in Plus2 RDL
Download the brochure
Interested in Contact Manager? Register your details here...