The MASterMind™ Business Prospects and Promotions module helps you track your sales leads and promotions. You can schedule sales appointments and assign sales representatives who can then create proposals to identify the installation equipment, assign recurring services, and track associated project costs. Converting a prospect into a customer and a proposal into an installation job is done with a click of a button, reducing the amount of post-sales data entry needed to begin servicing new customers.
Prospects can be linked to a promotion where you have defined the default equipment, contract, and pricing options. Entering prospect information is a simple as entering customer information and when the sale is confirmed, the data easily transfers to the customer and site records.
Market source data helps you identify how your customer heard about your company. Examples include targeted campaigns, print advertising, sales shows, or recommendations from other customers. Marketing effectiveness can be quantified by analyzing prospect or customer responses based on market source. The affiliation feature allows you to group and report on prospects and customers by association or membershipBack to Business