CRiSP Sales Director 2001 Product Spec Sheet (BETA RELEASE 1)

Designed for between one and twenty salespeople to manage the sales process of preparing and sending a quotation or proposal to clients, and the management of products quoted from a number of different suppliers.

Create Quotations Using Templates

  • Integrates with Microsoft Word.

  • Six Pre-Formatted Proposal Templates.

  • Completely customise the content of the proposal using Word Mail Merge Fields.

  • Default 'Proposal Profiles' for each Consultant Logged on.

  • A Proposal Profile can be applied to an individual Quotation.

  • One touch quote creation - once templates setup for you.

  • Quotation indicates margin per line incl % and total.
Contact Relationship Management

 

  • Logs contact with all Clients per Consultant.

  • Call Cycle system alerts Consultants to contact Clients.

  • Client classified according to Status and Class for marketing.

  • Quotations emailed to client with one click using Microsoft Outlook.

  • All email contact with client tracked and stored in database permanently.
Document Management

  • Proposals can be retrieved easily from one central save location.
Dynamic User Based Interface

  • Virtually unlimited customization of main work screens.

  • Default User profiles can be applied to new users.

  • Profiles can be copied from one user to another.

  • Views are tailored for the currently logged on Consultant.

Product Catalog Profile Manager

  • Import into the system directly from your suppliers data files.

  • Map fields directly and save as Catalog Profile.

  • Unlimited Product Catalogs per Supplier.

  • Updates products prices only - does not reimport data and create duplicates.

12 Built in Reports

  • All Reports include multiple criteria such as date range, selected Consultant etc.

  • Reports are generated directly in Microsoft Word for easy distribution.

  • Report templates can be customised in Microsoft Word.

Separate Data Entry / Work Screens

  • Data entry screens designed for entering data.

  • Highly functional work screens.

Popular Open Database Platform

  • Database based on Microsoft Access format.

  • Full access to underlying database for your peace of mind. 

  • Automatic smart maintenance of database - no user intervention.

  • System Supports full multi-user access up to 20 users. 

NOTICE SPECIFIC TO SOFTWARE AVAILABLE ON THIS WEBSITE.

ANY SOFTWARE THAT IS MADE AVAILABLE TO DOWNLOAD FROM THIS SERVER ("SOFTWARE") IS THE COPYRIGHTED WORK OF CRISP AND/OR ITS SUPPLIERS. USE OF THE SOFTWARE IS GOVERNED BY THE TERMS OF THE END USER LICENSE AGREEMENT, IF ANY, WHICH ACCOMPANIES OR IS INCLUDED WITH THE SOFTWARE ("LICENSE AGREEMENT"). AN END USER WILL BE UNABLE TO INSTALL ANY SOFTWARE THAT IS ACCOMPANIED BY OR INCLUDES A LICENSE AGREEMENT, UNLESS HE OR SHE FIRST AGREES TO THE LICENSE AGREEMENT TERMS. THE SOFTWARE IS MADE AVAILABLE FOR DOWNLOADING SOLELY FOR USE BY END USERS ACCORDING TO THE LICENSE AGREEMENT. ANY REPRODUCTION OR REDISTRIBUTION OF THE SOFTWARE NOT IN ACCORDANCE WITH THE LICENSE AGREEMENT IS EXPRESSLY PROHIBITED BY LAW, AND MAY RESULT IN SEVERE CIVIL AND CRIMINAL PENALTIES. VIOLATORS WILL BE PROSECUTED TO THE MAXIMUM EXTENT POSSIBLE. WITHOUT LIMITING THE FOREGOING, COPYING OR REPRODUCTION OF THE SOFTWARE TO ANY OTHER SERVER OR LOCATION FOR FURTHER REPRODUCTION OR REDISTRIBUTION IS EXPRESSLY PROHIBITED, UNLESS SUCH REPRODUCTION OR REDISTRIBUTION IS EXPRESSLY PERMITTED BY THE LICENSE AGREEMENT ACCOMPANYING SUCH SOFTWARE. THE SOFTWARE IS WARRANTED, IF AT ALL, ONLY ACCORDING TO THE TERMS OF THE LICENSE AGREEMENT. EXCEPT AS WARRANTED IN THE LICENSE AGREEMENT, CRISP CORPORATION HEREBY DISCLAIMS ALL WARRANTIES AND CONDITIONS WITH REGARD TO THE SOFTWARE, INCLUDING ALL IMPLIED WARRANTIES AND CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. FOR YOUR CONVENIENCE, CRISP MAY MAKE AVAILABLE ON THIS SERVICE OR IN ITS SOFTWARE PRODUCTS, TOOLS AND UTILITIES FOR USE AND/OR DOWNLOAD. CRISP DOES NOT MAKE ANY ASSURANCES WITH REGARD TO THE ACCURACY OF THE RESULTS OR OUTPUT THAT DERIVES FROM SUCH USE OF ANY SUCH TOOLS AND UTILITIES. PLEASE RESPECT THE INTELLECTUAL PROPERTY RIGHTS OF OTHERS WHEN USING THE TOOLS AND UTILITIES MADE AVAILABLE ON THIS SERVICE OR IN CRISP SOFTWARE PRODUCTS. RESTRICTED RIGHTS LEGEND.

Download: RELEASE DATE JANUARY 15TH 2001

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