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Salestracker Full Features List


Salestracker CRM is the world’s first fully integrated sales and marketing platform, designed exclusively for the building and fenestration industry. Available on your desktop, laptop, tablet or mobile it is the perfect business tool to drive sales, marketing and customer service.

The mobile edition of Salestracker has been developed as a mobile specific web-app version of Salestracker, meaning you don’t have to pay extra for this service. Simply log into Salestracker Mobile at st3.insightdata.co.uk using your regular Salestracker username and password.


Standard Features

Features Data Only Edition CRM Edition Mobile Edition
Online access 24/7
Access marketing data in real-time
In-depth business intelligence
Financial/credit information*
Intelligent Search feature
Location based Search feature
“Do Not Contact” suppression
Add notes/comments to a record
Add notes to multiple records
Click to email, click to view website
Multiple users
Set user access rights/authority
View multiple records in browser
Create/save/print PDF of record
Add own private records
Set system and user preferences
Map integration
Location based Map integration
Route planning

Salestracker Lists

Features Data Only Edition CRM Edition Mobile Edition
Advanced Listbuilder function
Dynamically updated Saved Lists
Folders to manage lists
Export Data to CSV/Excel
Add global note to all records on list
Remove tagged records from list
Exclude selected records (eg customers)
Exclude records with selected credit scores
Push Lists to other users
Set Lists to private or open for other users
"Call Plus" tele-marketing module

Additional CRM Features

Features Data Only Edition CRM Edition Mobile Edition
Sales and Marketing Dashboard
Real-time sales reporting and analysis
Click to call
Add to Favourites
Attach documents to records
5MB document storage
Calendar integration (Outlook/Google)
In-depth user activity analysis

Relationships

Features Data Only Edition CRM Edition Mobile Edition
Select status (eg customer, prospect)
Assign a main contact (eg sales rep)
User-defined relationship fields
Tag records to user-defined groups/hotlists
Link social media networks
Reminder if low account activity

Lead Management

Features Data Only Edition CRM Edition Mobile Edition
Create and assign sales leads
"Lead Ranking" to help prioritise
Link to campaigns
Assign a lead source
Add Sales Pipeline value
Set follow-up date with reminders
User defined fields
Open, won and lost tracking
Advanced Lead reporting and analysis
Optional website lead capture form

Tasks

Features Data Only Edition CRM Edition Mobile Edition
Create a task
Assign task to you or another person
Select type of task and completion date
Email reminders (due, overdue, complete)
Task reporting and analysis

Campaigns

Features Data Only Edition CRM Edition Mobile Edition
Create a campaign name
Link multiple saved lists
Attach document/campaign creative
Link sales leads to campaigns
Colour coded records

"The Influence Salestracker has had on my team is excellent, the financial information is invaluable, it optimizes them to achieve the best results they possibly can."

Zac Nedimovic - Sales and Marketing Manager

"VBH chose Insight Data Salestracker as it gives us a full scope of data on fabricators and installers of PVC-u, aluminium and timber window and door products."

Simon Monks - Managing Director

"We chose Insight Data as they have detailed information on fenestration companies allowing us to segment customers better and target them according to what products they are likely to use."

Jenny Read - Marketing Manager

"We have been using Salestracker religiously. We use it to record all the visits we make, it has been instrumental in our growth over the past 4 years."

Gareth Mobley - Managing Director

Members of the GGF Members of the ICO IOD - Director of the year nomination IOD - Corporate Responsibility Award ISO 9001 Certification