Customer Relationship Management
Products, Quotes and Invoices
Sales and Marketing
Business Process Management
Integration
General
Telesales
ClickHQ allows users to create refined, targeted telesales or email marketing campaigns by using the advanced contact search. Groups of contacts can then be sent to specific folders and allocated to individuals as call lists.
Telesales teams can then call the list and create actions:
- Schedule call backs
- Book appointments
- Make notes on conversations
- Create sales opportunities and follow a customisable sales process
- Send template proposals, quotes and re quotes
- Designate as lost prospect
- Add to email marketing campaigns
- Hand over opportunities to field sales
- Close sales and email link to online sign up form
- Move lead to different folder e.g. from suspect to prospect or customer
