Contact and Customer Relationship Management

• Track enquiries, prospects and customers
• Hold multiple contacts, roles, phones numbers, email details, notes
• Maintain contact history
• Monitor course training
• Monitor training/schedule/booking history
• Send documents/emails to single/multiple contacts with action/follow up history
• Generate management reports
• Maintain integrity and accuracy across your company
• Flexi-view personal diary/reminder system
• Integrate with Microsoft Outlook
• Set up your own user defined fields to capture further information

Reztec has all the key functionality associated with a modern CRM system, where all contact details are held centrally avoiding the need to re-input information. However, Reztec offers so much more. As booking and client history information is held in the same place it is much easier to obtain a complete picture of all client details. Your marketing efforts can be vastly improved by making use of this information to send targeted promotional e-mails and letters.

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Reztec holds all details about customers, prospects and suppliers, including contact email addresses and telephone numbers. You will also be building up information about bookings made and events previously attended at contact and company level providing you with an invaluable source of information which can be extracted quickly and easily for marketing and reporting purposes. Reztec even allows you to keep track of your contacts when they move, either within the same or to another organisation ensuring vital information is not lost.

You can record as much or as little information as you need and configure the application to record details specific to your business, making these fields mandatory, if necessary.

By holding all of your key data together in Reztecit can be used more effectively throughout your business. In marketing promotions, for example, the ability to group your contacts in any number of ways will ensure that you can target a specific audience more accurately. All enquiries or sales leads can be recorded and tracked to ensure that no opportunities are forgotten and the efforts of staff can be suitably acknowledged.

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UseReztec’s Diary for each member of your organisation to quickly and easily create appointments and meetings whilst at the same time ensuring your staff are not double-booked. Integration with Microsoft Outlook is also available.

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Actions record ‘To Do’ items, which can be allocated to other users and have reminders set to flag when they are due. Allocate a priority, a type and then mark when completed. View actions for any user making sure nothing is overlooked due to illness or holiday. Hide them from view once finished, but you still maintain a history that can be quickly accessed.

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Record your prospective sales as Opportunities. This keeps management informed of what it is in the pipeline at all times. Use the configurable fields for analysis and reporting. Do you know which of your adverts was most successful? Use Reztecto help you find out.Opportunities are assigned to members of staff so you know who is responsible for each lead.