Solution-IV™ Prospect Management is designed to assist the sales staff of a Solution-IV Accounting® installation in managing their prospect database. Prospect Management is integrated with Solution-IV Accounts Receivable, giving the user the option to convert a prospect into a customer and then enter quotes or orders for the new customer. It is also integrated with the Solution-IV Gateway for Microsoft Office Library, allowing the user to generate form letters for either prospects or any of the alternate contacts.
Other features are included as well, such as fifteen (15) user-definable sort fields, full text field, last and next call dates (which can be updated automatically), and a full "to-do" list complete with text and phone calls to be made.
Features
Parameterized
The parameters allow you to customize the Prospect Management System to meet the specific needs of your company. Here is where you will indicate the "days to add" when computing the next call date, as well as provide the descriptions for the fifteen (15) user fields.
User Class Codes
User class codes are the specific codes used within each of the various user fields defined in the parameters. Examples might be something like A-Agricultural under the user field Company Type.
Prospect Masterfile
The entire system revolves around the Prospect Masterfile. From within this screen you maintain the name and address information, all contact information, the tasks to be done for this prospect and any notes regarding the prospect.
Contact Information
An unlimited number of contacts may be maintained for each prospect in the system.
Call Rescheduling
The Reschedule Calls function allows a sales rep to reschedule calls for a future date. This function is especially useful if the sales rep has gotten behind on calls either in general or because of a trip or other absence.
Reports
Prospect Masterfile Listing
The Prospect Masterfile Listing shows all of the prospect's information, including name, address, phone numbers, user fields, tasks and call notes.
Task List Report
The Task List Report combines all tasks from the task file, calls to be made and prospect notes for the specified sales representative. The report can be limited by date range, task type and/or task status.
Solution-IV Applications
Other modules in the Solution-IV Library consist of the following:
- Accounts Payable
- Accounts Receivable*
- Bank Reconciliation
- Fixed Assets
- General Ledger
- Inventory Control
- Order Processing
- Payroll
- Purchase Order
* Integrated with Prospect Management