Most companies do it. A printed spreadsheet of customers or prospects that are telephone called for various reasons, the caller marks records using a highlighter pen – it’s a great way to follow up after a telesales campaign, monitor valuable customer feedback or segment contacts into groups – maybe by products or type of business.

Now Insight Data has incorporated this feature directly into its online database software, Salestracker, to dramatically improve productivity among marketing, sales and customer service teams.

Jade Greenhow, operations manager, explains; “Salestracker enables users to build and save data lists using virtually any criteria. Now users can work their way through these lists and instantly colour-code records, just like using a highlighter pen on a sheet of paper.

It’s perfect for busy telesales teams who can mark each record with a colour code that represents an action, such as ‘not interested’, ‘send brochure’ or ‘book appointment’ then filter them all together at the end of the day. It’s also great for surveys and customer service feedback. It’s so simple to use we think it’s a stroke of genius.”

The feature is linked to individual lists, which means a record can be marked as ‘red’ on one list and ‘blue’ on another list, ideal for companies selling multiple products or services.

The new List Highlighter Tool is available to all Insight Data Salestracker users. For more information or a demo, call our support team on 01934 808293 or email hello@insightdata.co.uk