More than a Data Capture and Contact-Tracking Tool ACCOUNT MANAGER provides functionality for data capture and tracking but also embeds sales management, dialogue through to executive reporting, functionality usually only found in much more expensive solutions.
Ultra-Low Cost of Ownership ACCOUNT MANAGER embodies a sales management methodology based on identifying and managing compelling events in the sales process. This leads to an improved team-centred view of sales progression and enables user organisations to "push" sales dialogues forward pro-actively rather than to be driven by customers' timescales and drivers
Full 'client-server' enables true team working Integrated collaborative working facilitated by ACCOUNT MANAGER'S full client-server architecture enables users to access up-to-the-minute prospect information wherever, whenever.
Revenue- and Profit- Centred Sales Methodology As a third-generation product ACCOUNT MANAGER delivers "grown up" sales management functionality at a fraction of the cost of most competitors. module create quotations automatically and reduce the time needed and the number of errors.

Account Manager Enterprise is targeted at the larger mid-enterprise accounts. After deploying Account Manager Team Server it is possible that you will want to have tighter integration with your other CRM tools. Under a mutually agreed road-map, Cobault engineers can implement Account Manager so that it "sits" on your existing Oracle, Sybase or Microsoft database and have all the hooks needed to interface with your incumbent solution.

In adopting the Enterprise solution you are able to create your own specific modules and fields in complete partnership with Cobault. From here we will build a roadmap which will include data "pipelines" to your existing Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) environments so that you have a complete 360 degree view of your business.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.

Modules
   
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS