The tool to use in order to make any kind of search or report within the GUIA SENIOR data base.
New version that includes a task planner module, alarms, several users’ levels, continuous calls to each company for quality control, control of tasks carried out by lower ranked employees and other new functions that are added to the already existing improvements.
Extremely flexible search of companies and organizations (entities) according to name, address, zip code, telephone, area, type or activity, number of employees, annual invoicing and any possible combination within these parameters.
- Example: Search the Consulting Firms in Buenos Aires, between codes 1001 and 1300 with more than 10 employees and an annual invoicing between 1 and 5 million.
Search by Positions.
In addition to the search of certain entities, it is possible to indicate the system to bring certain positions from them.
- Example: Get the positions in the Marketing, Sales and Public Relations areas, held by women, in the entities chosen with the restrictions shown in the above example.
Results of the Search may be grouped in personal campaigns for each user in the system.
File for each Entity showing the general data, the complete staff, group of entities it includes, entity it belongs to, direct access to its site Internet with just a click.
Each user may input personal notes for each entity.
Additional Fields as defined by the user for each entity
- Example: for each entity you need to know the name of the appointed seller and the name of the contact.
Large Flexibility in the handling of the campaigns recorded by each user, enabling the change, merger or erasure of the information.
Incorporation of new people to already made campaigns.
Search for the "Most important" position or any other position according to a preset order of the chosen entity.
- Example: From the chosen entity, search a person from the Marketing Department. If there is no such person, search one from the Sales Department and if there is no such person, one from the Public Relations Department.
All kinds of reports and lists qwhich may be put in order up to 2 criteria enabling the issuance of personalized labels and control lists.
- Example: Personalized labels Avery® 5160, put in order frist by zip code and then by address.
Data Exportation of the Text, Excel, Html, Lotus, Word and Dbf formats among others.
Definition of new entities and positions by the user and amendments or additions to existing ones.
Different levels of users.
Alarms that remind pending tasks
Easy access to the task history for each company and the incorporation of new tasks.
Assignment of the result of a search as task to be made by another (at a Supervision level).
New easy procedures for the edition of entities and people.
Possibility to reprogram the pending tasks for a specific date and time.
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