SAVIC® allows you to create as many as 1000 companies with multiple sales outlets in each company. Once a list has been created you access it from here.
Import all your existing sales contacts or CRM leads from any CSV list using the Import Contacts feature.
Export SAVIC® contacts can be done using the easy to use export module .
When creating a new company you can import all your inventory items including the Finished Goods Accounting Codes.
This is a special module that can export and import an entire sales list documents and all. If you are a list reseller you can create lists to sell to SAVIC® users.
This module allows you to transfer contacts and documents from one list to another. You can run a filter to transfer or copy just the records you want from one list to another.
SAVIC® has its own builti-n Maintenance module to fix and repair data files or other data stored in SAVIC®
List Clean-up provides the SAVIC Administrator with a way to remove duplicate contacts from lists after you import new contacts. You can also remove records with blank fields of data.
The system module is where you create a new sales contact list or sales company for your organization. You can create or remove CRM lists or companies using this module.
The security module is used to assign security access to users in your sales force. You can create security access groups and assign multiple users to the groups you create.
The registration module is where you will register the software by filling out the requires user license information. Once you register the software can be issued a license based on your needs.
SAVIC® comes with its own Word Processor and it also has a way to email marketing information to customers. Store any customer related documents using DocuLink-TM.
Get a way to track customers requiring a callback. You entire sales team can work as a group to assist in handling and tracking who needs to be called back with the dates and times.
Your sales team can set appointments for customer to your location or other locations. You can also assign people as appointment setters. Generate detailed appointment reports.
Use the Corporate Event Planner to create and track events that pertains to your sales team and other important corporate events or trade shows.
Send email calls Microsoft Outlook and automatically populates the current customer you are on with that email address.
Quickly add or view notes for the selected customer. You can Time Stamp each conversation with the users name as well as date and time of each conversation.
Just about all SAVIC® screens use a feature Page Up/Page Down which lets you move forward or backward record one record at a time in the program.
You can easily Add, Edit or Delete any sales contact in any of your lists or companies using a set of simply to use features.
SAVIC® provides user with a very diverse and simple to use record searching capability. You can locate customer many different ways.
The feature Make Codes allows the sales manager to define up to 15 custom sales filter codes which can then be assigned to CRM contacts in a list by the sales team.
SAVIC® has a quick and fast way for telemarketers to assign filter codes to users in you sales list. Assigning codes allows users to filter sales contacts by these codes.
This is one of the best and fastest customer filtering system on the market. Create hundreds of different filters and name them for reuse by users.
Map locations can be used to view the customer location using a map. Your sales and shipping team will find this feature useful they are required to ship items or visit the customer.
Just clicking the website button will pull up the customer website using your default browser.
If you have a customers cell phone SAVIC® gives you a way to send a text message to the customers cell phone. SAVIC® provide a cellphone carrier lookup feature which will be used to send text to the customers cell phone.
SAVIC® can browse millions of potential customers or customers in grid view. You can select any customer or change the order of the grid data with a simple click.
If you’re a sales person that just wants a quick and fast easy to use solution SAVIC® CRM Flash Technology is the right product for you!
SAVIC® CRM Flash is a full running version of our SAVIC® CRM software which includes a full word processor preloaded on a USB thumb drive for the sales person on the go. Generally this product is best suited for a single sales person that has a Windows laptop or tablet and that person is on the road where internet access is generally an issue.
Field Sales People are moving around but want full access to all information about all customers and potential customers including all documents for these customers.
They want a simple to use interface and they don’t want to be stuck with a remote access solutions that only work sometimes. They require access to information where every they are especially when they are out in the field meeting customers.
Just plug in the flash drive and click on the SAVIC® CRM EXE file and log into the software. Add or make changes to customers and track issues, set appointments and create documents or attach documents like PDF files to customers etc. Its all done on the flash drive nothing to install. When you get back to the office simply put the USB flash drive into your desktop computer and use it in that computer.
Having it all on a thumb drive lets you move it freely from machine to machine with all your customer information and documents intact.
SAVIC® BUSINESS MANAGEMENT SOFTWARE
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