Monitor Each Prospect's Complete Sales and Marketing Data

• Access complete contact data.
• Review the notes history of every interaction.
• Update account assignments without losing the notes history created by previous representatives and managers.
• Maintain a profile to select groups of contacts.
• Track customer interactions from the initial ad response through sales, product delivery, and follow-on service.

All information about a prospect or customer is available from a single contact page. A notes history shows every interaction, while revenue opportunity and task summaries link to details. In addition, the contact's marketing profile tracks marketing support activities. This combined marketing and sales profile helps you gain insights into why your customers buy.