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Description
Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.
Description
Everything your business requires is integrated into a single point of sale system. Our technology serves as the ultimate asset for your sales team, managing the journey from point of sale to delivery seamlessly. The reality is that we couldn't fit all the functionalities of EPASS Enterprise on this single page, as it has been refining and expanding over the last four decades. With tailored options and enhancements, we've designed solutions that proactively meet your needs, ensuring you have the most effective POS system tailored to your sector. This comprehensive suite of tools supports both Sales and Service departments effectively. Moreover, the capability to quickly access a customer’s sales, warranty, and previous service history while generating a service ticket is crucial for any service-oriented business striving for high rates of “1st call completes.” Additionally, all your receivables, payables, check printing, financial reports, and P&L statements are incorporated into ePASS, eliminating the need for transferring data to another accounting platform, although that option remains available should you choose it. Ultimately, our system not only streamlines operations but also enhances customer satisfaction and operational efficiency.
API Access
Has API
API Access
Has API
Integrations
GoldMine CRM
SQL Server
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Accura Software
Founded
1994
Country
United States
Website
www.accurasoft.com/comp_contact_manager.htm
Vendor Details
Company Name
EPASS Software
Founded
1978
Country
United States
Website
epass.software/solutions/epass-enterprise/
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management