TeamScope CRM™

Microsoft Outlook is a great Personal Contact Manager, and it has all the hooks built in to turn it into a full Customer Relationship Management System.

TeamScope CRM™ enhances Microsoft Outlook with additional features, so that it can be used to track and share all your client communications. It is particularly useful for tracking and responding to email communication, and has a number of very well thought through features to make email communication simpler and faster.

• Set up a shared database of Customer Information
• Add a 'Companies' folder and link Multiple contacts to their parent 'Company'
• Link Outgoing and incoming emails to the relevant Contact
• Link Appointments, Journals and Tasks to the relevant Contact
• Review all communications with a particular Contact or Company
• Easy mail merge to multiple contacts - all recorded in each contact
• Set up a 'Sales Opportunity' folder or 'Project' folder and link communications to opportunities or projects

With TeamScope CRM™ you never have to leave Outlook. This means no synchronization process, no external database headaches, and no problems when working offline. Every contact you make, every activity you perform, every task you assign is automatically available in Outlook. This is because TeamScope CRM works fully within Outlook, storing all customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day.

It includes sales opportunity management and project management capabilities. It will track phone messages, appointments and tasks against an individual, a company a project or sales opportunity. So for example you can view recent emails or calls for an individual, or for all contacts within that company.

To find out more about how easily you can begin to use TeamScope CRM™ in your organisation - please use our request form to request an internet demo or ask us for a Free 30 day Trial. Alternatively you can send an email to sales2006@davton.com, or call one of our consultants on 01482 429806.

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