CRM-Map supports you to make smarter management, sales and prospecting decisions.
- In the following example, 2 Custom Fields have been added. Phone and Email. In custom fields, you can choose to have more than one type of field. You can use them to communicate with your contacts quickly and easily.
- Here is an example of a contact edit screen, and you can see on this screen that the Custom Fields are available. Now your data can be entered or imported to these fields. These fields show a blue box on the side of the field for Call or Email – call being for the phone type field.
- When running CRM-Map on a mobile phone or using a phone app. Pressing the Call button will automatically dial out the number stored in the phone field. Contacting your clients is made easy.
- If you have an email option on your device such as Outlook. Pressing the Email button will launch Outlook with the email address already embedded in the To field. Sending clients emails is made easy.
CRM-Map is the quickest and easiest way for your sales people to contact their clients, see their contact information and keep your data up to date.
If you prefer to watch a training video on this topic, please click on the video linked below: