Use our CRM system to ensure all information regarding your customers and enquiries is kept in one centralised location, plus all communications are logged using actions so everybody is in the loop as to which stage they're at in the sales process
Mailboxes such as enquiries@ and bookings@ can be setup to read the emails and automatically log them as an action to the appropriate contact in your system.
TRACK SALES AND ENQUIRIES
Create sales tracks for active enquiries to log course information they wish to book, email course availability and then make the booking to close down the sales process automatically.
Open, won and lost sales can be easily reported on by sales rep or team.
Intuitive and scalableDave Bennett-Bull, Commercial Director, HSS Training
The intuitive nature of Delegate Planner has made it possible for us to manage the vast amounts of data involved in our day to day, nationwide training operation. Since implementing Delegate Planner seven years ago, our organisation has continued to grow at a rapid rate. The scalability of the system allows our business to expand with minimal additional administration resources. HSS Training