Cobault products offer many benefits, especially to small and medium sized businesses. Here we list the top five as ranked by a survey of our customers.

Improve your sales closure rate

 
Contacts Opportunities Projects Contracts

It is often said, ‘Nothing happens until someone sells something’

This means that without customers, the greatest business is worthless. Tools and procedures that enable companies to improve their sales processes are essential for effective organizations, and provide the potential to accelerate revenue growth

How many deals do you have ongoing at a time, just to discover some time later that one got away. With Account Manager you can stay on top of your deals with flexible reports, interactive modules, in fact, whichever way you prefer. Don’t let a deal get away again….


Improve your communications

 
Account History Documentation Hosting

How often have you heard, ‘Sorry, I left that information on my desk….’ ?

Every version of our tool allows you to carry your data with you. A ‘Briefcase’ mode permits synchronization with your server from anywhere you can see it over a network. When you disconnect, a full copy of your data is on your laptop and you can work seamlessly wherever you are. Any changes you make will be uploaded whenever you next connect to your server.


Take control of your sales cycle

 
Actions Mail Visit Reports Quotations

Have you ever heard this:

‘I’m waiting for the customer’
‘To do what?’
‘Not sure – I’ll ask’

Account Manager embodies a complete sales management methodology based upon identifying and managing compelling events in the sales process. This leads to an improved team-centered view of sales progression and enables user organizations to proactively push sales dialogues forward rather than being driven purely by customer timescales.


Pay only for what you need

 
Personal Edition Download Upgrade Customize

Has a sales guy ever told you, ‘To get contact management, you’ll need a big server mate…..’

Why buy more than you need. Account Manager comes in 3 flavours

  • Personal Edition: Single User, fully featured
  • Peer to Peer: Collaborative version, up to 5 users, hosted in-house
  • Team Server: Up to 5000 users, optional hosting via our partners

In addition, our Micro Server provides a Peer to Peer Server on a USB stick for the ultimate in portable collaborative working…..

….oh, and I nearly forgot – Personal Edition is FREE FOR LIFE


Protect your investment

Pricing Hosting Customize Upgrading

How would you react to, ‘Sorry – of course the server edition needs a different client….’

Even with our FREE FOR LIFE Personal Edition, we recognize that the time you spend learning a tool represents a very real investment. That’s why all of our versions use the same front end client.

Once you have learnt a module you can use it on any Edition. If you upgrade from Personal Edition to Peer to Peer, for example, we estimate the transition time is 10 minutes – FOR THE WHOLE COMPANY!

As your company grows, you simply download and purchase more client licenses. Each new user will benefit from the database built up by his colleagues and be able to contribute to the sales effort instantly.

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