Thursday, July 28, 2011

Account Manager 2004 review

Account Manager is a fully featured Sales and Contact Management solution which includes all the SFA and CRM functionality needed from first contact to final contract. The Free-for-Life Personal Edition can be upgraded to the true client-server Team Server Edition with a fully offline Briefcase mode. This means you can connect to the central database and work online or synchronize changed data and work offline remotely from anywhere at anytime. The modules include a Contact Database, Project Management, Quotation Management, Forecast Management, Consolidated Forecasts, Sales Planning, Document Management, Action Management, Account History, Installation & Purchase History, eMarketing, Mail Merging, Diary Management, Visit Reporting, Price List Management & Custom Report Writing. Many of these modules have both expert interfaces and simple wizard driven interfaces to get all your users up and running as quockly as possible.

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