Products |
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These pages describe our products and services
- Main Product Page - Account Manager
Overview
- A sales and contact management solution which includes all the
SFA and CRM functionality needed from first contact to final contract
- Personal Edition
- Single user, fully featured SFA and CRM capability
- Peer-to-Peer Edition
- Small group (up to 5 users), fully collaborative version
- Team Server Edition
- Large group (up to 5000 users), collaborative, remote hosting
capability
- Enterprise Edition
- Flexible integration with other enterprise systems
- Micro Server
- Optional innovative version of the Peer to Peer Edition server
hosted on a USB stick for the ultimate in portable collaborative
working
- Hosting Services
- A remote hosting service where Cobault will administer your
Team Server and remove an IT overhead
- Version History
- Shows major revisions and feature history for our CRM and SFA
products
- Price List
- If you wish to purchase Account Manager, check our attractive
pricing here
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News and Articles |
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- Main News Page
- Contains an index of the pages in this section
- Summer 2004 Newsletter
- Version 2004.01 released, Web site redesign, Support forum
launched...
- Autumn 2004 Newsletter
- Version 2004.03 released, Remote Hosting service goes live,
Case Study published...
- International Sales Case
Study
- A major global electronics supplier uses Account Manager
Team Server throughout their sales force. The study details
the improvements made through the use of our product.
Pages 1, 2, 3, 4, 5, 6, 7
- Press Release
- Cobault strengthens executive team with appointment of Chief
Operating Officer.
- Press Release
- Cobault named European Company of Innovation by the South
West Regional Development Agency
- Survey - Major Benefits of
Account Manager
- We asked our customers to list their perceived benefits of
using Account Manager. Here we show the top five.
- Article - What is Sales Force
Automation or SFA?
- Cobault's view on what the subject means to us and our definition
of the stages of SFA adoption.
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Program Modules |
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Pages describing the major functions within Account
Manager
- Accounts and Contacts
- The main Account and Contact database modules allowing management
of all your customers and contacts
- Account History
- At a glance review of all communications including actions, meetings,
reports, quotations and more
- Actions
- Generate and track actions between team members. Stay on top
of all customer requests
- Diary
- Collaborative diary for meetings, appointments and actions amongst
your sales force
- Document Management
- Attach external documents to your contacts to maintain a full
visibility of customer interaction
- eNews and Mail Merge
- Perform mail campaigns
- Opportunity Management
- Track an early opportunity through the initial stages of the
sales funnel. Enter basic information and then refine it as you
work and add value
- Price List
- Maintain a centralised price list and link it seamlessly to Quotations,
Sales Plans, Forecasts etc.
- Quotations
- Generate sales quotations quickly and easily based on defined
templates
- Report Writer
- A fully featured reporting module allowing the generation of
detailed reports on any aspect of your sales cycle
- Sales Forecasting
- Forecast sales dynamically and monitor against your sales plans
- Sales History
- See at a glance what customers have purchased.
- Sales Meetings
- A module to facilitate standard sales meetings. Automatically
review all opportunities, projects and forecasts in a structured
manner.
- Sales Plans
- Set and monitor sales plans for your staff. Compare these against
forecasting on a dynamic basis.
- Sales Projects
- Once an opportunity firms up, create a sales project including
customer milestones, actions and team details. Close the business
by tracking all the compelling events.
- Small Projects
- Short duration sales cycles or sales from stock can still be
tracked and managed using this module.
- Visit Reports
- A fully integrated visit report module allows you to record each
visit and store it with the account or contact for full collaboration
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Support Pages |
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- Main Support Page
- Our support options include a user forum, video tutorials
and training partners
- Tutorials
- Video tutorials showing common tasks and tool usage
- Product Screenshots
- A few screenshots of our programs in operation
- User Forum
- Hints and Tips, Help, Product Announcements...
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Other Pages |
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- Home Page
- Overview of Cobault Limited and featured highlights and products
on our web site
- About Us
- Some background on Cobault Limited.
- Contact Us
- Email and Address details
- Reseller Details
- Interested in becoming a reseller for us? See this page for
details
- Download
- Details of our download offers
- Upgrade
- Details of our upgrade paths to collaborative working
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