TERRA-401-07Live
Numbers checked against the country
Every phone number is read against its country's numbering plan. An old format with one right answer, like Côte d'Ivoire's 8 digits or a 0 after the country code, is brought up to date and the old number kept. A number that looks wrong is marked with why, and the agent does not dial it.
Also inside TERRA-401 CRM
The rest of CRM.
TERRA-401-01Live
A board or a table
Companies in eleven statuses, including Enquiry, Customer, Parked with a return date, Not a fit and Do not call.
TERRA-401 CRM
TERRA-401-02Live
People
Contacts with a primary person and a per-person do-not-call flag, edited in place.
TERRA-401 CRM
TERRA-401-03Live
Addresses split for you
Paste an address and it's split into fields for you to confirm.
TERRA-401 CRM
TERRA-401-04Live
Owners
Who found the client and who looks after them now.
TERRA-401 CRM
TERRA-401-05Live
Which side of the trade
Mark a company as a client or a supplier.
TERRA-401 CRM
TERRA-401-06Live
The industry at a glance
Give a company one or more categories: port handling, mining, construction or industrial. Filter by any of them; the primary category sets the default agent and templates.
TERRA-401 CRM
From the blog
Read more
· CRM & ERP
CRM vs ERP for trading companies: follow the enquiry to delivery
Which work belongs in CRM, which belongs in ERP, and how a distributor can evaluate the handoff using one real customer enquiry.
TERRA-401TERRA-403TERRA-301
· Sales
A CRM for a spare-parts trader: one client, one card
Duplicates, free-mail addresses, three people at one company and a card that never says what time it is there. What a parts trader's CRM has to get right.
TERRA-401TERRA-406TERRA-405