Estimating: Client Tracking

With the client database, you can use Sage Master Builder to manage sales leads from the first contact to the signing of the contract. In each client record, the program lets you assign a salesperson responsible for managing the client, and keep comprehensive notes about the client over the course of the sales process. Using the lead source list and the unique client reports, you can see how effective advertising and other promotions are functioning for generating leads and closing sales.

Determining when to place follow-up calls is another important aspect of client relations. To streamline the follow-up process, a salesperson can enter a callback date in the client record. Based on a callback date, a salesperson can quickly generate a list of clients to call for the next day or week, making the follow-up process simple and efficient.

Once a contract or work order is issued, the client database becomes an important part of making repeat sales, renewing service contracts, and other selling opportunities.