Database Selections

SalesManager CRM offers users the possibility of running selections on the database for marketing purposes. Users can define their selection criteria and run this against the database. The resulting hits can be manually updated.

You can either remove targets from the list or manual insert new targets that did not meet your selection criteria. The list can then be mail merged with Microsoft Word and can be printed or e-mailed to the target group. Follow-up activities can also be generated for the associated accountmanagers.