Sales & Marketing

Replace multiple legacy system settings with the CM Software. Define unique processing rules and timelines to efficiently and effectively manage correspondence within an office and/or agency environment. Process, store and view a variety of correspondence types, including FOIA, Congressional and executive requests, electronic documents and any other associated correspondence. Both correspondence offices and managing response offices will be able to manage and track communication from receipt to reply.

Manage tasks, action items, special projects and correspondence with the ETM Software.  Professionals throughout the office will have the ability to track all aspects of a particular task as well as the processes associated with that task quickly and easily with features such as automatic email and “deadline ticklers.” No more probing others for updates or related reports; access this information instantaneously and accurately through the ETM Software.

Automate the media relations process for media representatives applying for credentials to an event. Log applications into the system using automated upload features, or integrate with the entellitrak efile module to provide a Web-based interface where media can submit their application without help. Use a list of template emails stored within the software to send the applicant notice of approval, disapproval, or pending approval of credentials for selected events. Approved applications will trigger notifications guiding media through the process of obtaining their credentials.

Coordinate sales activities through the sales cycle from prospect to negotiation, to closing and beyond. The SM Software allows management to view the status of leads and opportunities, so they can perform analysis on sales strategies and identify high-performing sales associates.  Field sales, inside sales, resellers, partners and call center agents can update records by attaching forecasts, quotes, RFPs, SOWs, notes, prototype procedures and more. This interactive environment leads to increased sales and increased comprehension of what is transpiring across the organization. The SM Software is configurable per organization and industry. The field names, forms, dashboard charts, workflow, and many other functions can be tailored to suit unique ways of doing business.