Your customers are the foundation of your success. Besides the acquisition of new customers, building a long-term and successful relationship with your existing customers is the major objective for your company. tacks offers all the functionality you expect from a trend-setting solution, which does more than the fundamental administration of your customers.
Overview and details of the processes
All personal, telephonic and written contacts with your customers are registered in tacks. You have the overview of the development of your customer relations as well as mailed advertising or other correspondence at any time. The structured construction of the events using individual process categories permits a simple overview and required action within processes. E.g. single events can be indicated when "completed" or "in progress”. It is also possible to find arbitrary occurrences of words or partial words in events and also in documents such as Word letters with the tacks full text search.
Follow-Up with reminder and different views
tacks supports your own daily work organization with system-wide resubmission, the scope of which includes company-wide task and calendar functionality. You can assign yourself, your colleagues or an entire team to your choice of tacks objects such as customers, offers or e.g. also a specific tool and plan visits or discussions. To do so, you have the option of using tacks internal management or your own Outlook calendar.
Project Information
With the tacks project management all information about a certain project is at your disposal at all times. A project also includes all relevant events and e-mails, documents as well as all receipts (estimates, quotations) linked to all companies involved and contact person. With the help of freely definable project phases your sales force knows which sales are on the radar, and where the most profitable sales chances lie.
Detailed settings of the campaign planning
Valuable data is made easily available for marketing action and mailings. From a completed marketing action, you have relevant contacts for any follow up. The integrated address import and export assistant feeds purchased addresses in tacks and makes them available for other programs. The integrated standard letter manager creates customer cover letters in the desired format. All events are documented in the system, making transparent customer service issues and new customers gained.