|PortalProdigy Key Features
>> Contact and Customer
PortalProdigy allows you to easily access and update all of
your organization’s contacts from anywhere at anytime. This
includes customers, prospects, vendors, manufacturers,
contractors, employees, investors, partners, media, experts
and more. PortalProdigy provides everything you need to
maintain detailed information about each contact including
their addresses, phone numbers, biographical information,
notes, appointments, professional information, company
information, special interests and more. PortalProdigy’s
contact database is fully integrated with PortalProdigy’s
other features including customer relationship management
(CRM). This allows you to access a contact’s transaction
history, sales opportunities, RFQs, quotes, order status,
shipment tracking status, membership information, and payment
information directly from their contact record. PortalProdigy
also provides everything you need to schedule appointments,
tasks, and activities related to contacts. Easily import
prospect lists and existing contacts. Contact records are
automatically created when new users register on your Website.
Send automated email broadcasts to selected contacts. Print a
variety of reports.
PortalProdigy’s CRM capabilities allow you to manage all
your prospecting and sales activities online, from lead
generation to closing. Import leads, track sales calls, gather
valuable information, schedule meetings, generate quotes,
process credit applications and grant credit terms,
automatically convert quotes to orders, and report on the
entire process. Easily drill down into the details.
PortalProdigy’s CRM is fully integrated with contact
management, quotation management, credit management, order
management and fulfillment, product catalog and inventory, and
Contact and Customer
Relationship Management features and benefits include:
Centralized contact database.
Unlimited number of contact
Import Contacts. Import utility provides
easy method to import prospect lists, vendor lists, existing
Export Contacts. Export utility provides
easy method of exchanging data with other
Store contact’s home, office, billing,
and shipping information including addresses and phone
User definable contact types. Assign
contacts to multiple contact types.
User definable special interest
categories. Contacts may select multiple special interests
when registering online.
Customize registration forms collecting
as little or as much information as required.
Create different registration forms for
different purposes such as shopping cart, reseller
application, membership signup, etc.
Link Contacts to Company records.
View list of employees for each
Collect credit information. Offer online
Assign credit terms.
Create login and password entry into
Website features and functions.
Control features and functions that each
contact has access to.
Assign special pricing to
Assign tax exempt reseller
Display a calendar of your appointments
and activities with contacts. Calendar can be viewed by
Month, Week, and Day.
Create and manage sales
Attach RFQs to sales
Define standardized sales opportunity
forms for gathering and tracking
Attach documents and other files to
contacts and sales opportunities.
Assign sales teams and specific sales
staff to contacts and sales opportunities.
Track third parties involved with sales
opportunities such as consultants, accountants, attorneys,
resellers, etc. and store their contact
Automatically convert quotes to
Track website activity by
Track prospect response.
Track prospect source.
Track and view contact transaction
Track and view contact order status
including shipment status and tracking
Track and view contact
Track and view contact service
Print detailed contact
Print detailed sales reports by sales
team, individual salesperson, opportunity type, customer,
date range, and more.
Search and sort contacts and sales
opportunities on a variety of data
Isn’t it time to take
your website to the next level?
||Call today for a free
consultation. (609) 584-7747