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Sales Prospecting

Our software is pre-configured and ready to run for individual and corporate sales. Instantly lookup contact details and see all the key information – including activities, notes and history entries – at a glance. Work your activities, manage your communications and report on performance, so you never miss a sale.

In an increasingly competitive environment, your success depends on making the most of your sales and marketing contacts, and our software could be the difference between winning new members – or losing them. Whether you operate one site or 100, EZFacility ans SDA can help you efficiently close more sales, more often.

Key Functionality Includes:

  • Easily promote leads to prospects, and then to members
  • Unlimited user fields and powerful validation rules
  • Setup contact preferences for telephone, email, SMS and letters
  • Manage calls, appointments and to-do’s in one place
  • Track activity results and record notes
  • Search for records and send bulk letters, emails and SMS
  • Segment contacts into marketing lists for campaign tracking
  • Run reports to measure all aspects of the sales process
  • Manage all sales and marketing information in one place
  • Works across multiple sites and countries
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