Features and Benefits
Customer, Supplier and General Contact details are easily accessible in real time
Real-time integration with Sage Line 100 coupled with BeeLine Contact Manager’s intuitive user interface means all information kept on customers, suppliers and prospects is within one system. Operators can take charge of calls and handle all enquiries personally and professionally. Sales people are in full knowledge of all dealings with customers during the sales process.
Reduces administration costs
Integrating in real time with Sage Line 100 means there is no double inputting of address or order information. Credit applications can be dealt with automatically or “cash” customers immediately created and sold to via BeeLine Telesales. Costs are further reduced by all information being in one place and easily accessible. No more multiple e-mails to all stakeholders or trying to track down key players to find out the details of their last communication with the contact.
Never forget a customer or prospect
Call lists are generated automatically based on either a pre-set call cycle (phone every Monday at 2pm, or every month on a Tuesday at 9am) or a manually generated call-back (was in a meeting or blocked by receptionist - try again tomorrow). All contacts who haven’t been called within a set period can even be easily filtered.
Build relationships
Business is conducted on relationships. BeeLine Contact Manager allows you to manage and grow many more relationships than paper based methods or systems divorced from the accounts system.
Be professional
When dealing with a company there is nothing more off-putting than being put on hold while your status is checked or “Jim” is found to verify information. Customers tire of waiting while operators have to change from the “sales” system to the “order taking” system. Why not have all the information available so your operators stay in the same system? BeeLine Contact Manager allows this.
Manage staff
BeeLine Contact Manager allows managers to produce detailed reports on operators activity.
Marketing activities are made easy when using the BeeLine Core CRM system
Promotional campaigns can be based on user profiles (e.g. location, customer type) and/or on sales history (when BeeLine Telesales is installed). Find your customers who haven’t purchased a product or range of products for a while, or who have purchased one product but not a related product (e.g.purchased toner cartridges but not A4 paper).
Get more sales
BeeLine Contact Manager will allow you to import and process more “cold” databases, build up key information on the prospects while all the time developing the relationship until they are converted into customers.
Easy installation
No data migration is required if you are already using Sage Line 100. The contact information already held in the sales and purchase ledger will automatically populate the CRM module. A separate record is also created for each address stored in Sage Line 100’s Sales Order Processing module, which will then allow you to enter additional contact details such as telephone numbers, and people relating to that address.
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Real-time integration with Sage Line 100. Sales Ledger, Sales Order Processing, Purchase Ledger, Purchase Order Processing, Stock Control, Bill of Materials, Cash Book, Nominal Ledger.
Real-time integration with BeeLine CRM modules. MOTO (Mail Order / Telephone Order), Service Manager, Sales Analysis.
Direct drill-down to the Sales and Purchase Ledger. Users can find the information they need to do their jobs quickly and efficiently (e.g. finding and reprinting invoices).
Central knowledge base. Allows every member of staff to know the facts (e.g. credit control is having collection problems, MD talked at high level with their MD).
Extensive data profiling. Unlimited user defined analysis fields.
Store company and people data. Each user can personalise who their main contacts are.
Unlimited notes, activities and events. User definable note, activity and event types.
Activity Manager with reminder options. Shows overdue, today’s and future activities.
Call cycles. Can profile an event to be repeated at set intervals, e.g. use full for setting a customer services call every 30 days.
Turn prospects into customers automatically. Forget doubling data entry of addresses to turn prospects to customers. Contact Manager creates either Purchase Ledger or Sales Ledger accounts automatically (with optional pre-set credit limits). Cash or credit-card based customers can be automatically created in BeeLine Telesales (MOTO).
Automatic address update. Change an address in one area and it updates other areas - never have two addresses for one customer or supplier again.
Multiple databases. Each database can be a replica of the main database allowing easy copying of contacts and notes from “cold” databases to the main database.
Easy to use import routines for new prospect databases.
Detailed sales history. See a customer’s or supplier’s history instantly on screen.
Credit control. Up to the minute sales ledger summary information is automatically shown plus users can drill-down to detailed sales ledger records.
Website integration. Download prospects contact details and requests for information directly from your website.
E-Mail integration. Send e-mails directly from the Contact Manager via your email client.
Mail-merge to Word templates or any other ODBC compliant BI or reporting tool such as Crystal Reports. For example, produce an instant introduction letter for a prospect just off the phone.
* Postcode recognition.
Flexible report writer. Allows for the tailoring of standard reports and the creation of custom reports. ODBC compliant so can be used with Excel, MS Query, Crystal Reports etc.
Customisable. BeeLine Contact Manager can be customised to the specific requirements of your business.
* Optional. Please ask for further details |
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Beeline Contact Manager 
