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Summit Contact Point
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Summit ContactPoint© is a sales and marketing management & Customer Relationship Management (CRM) tool that organizes vital data!

Your business depends on how successfully you market, so Summit ContactPoint© will play a vital role in your sales profit! It is fully integrated into our other accounting products for retail, wholesale petroleum and agribusiness accounting markets and is capable of running on a variety of platforms.

Download literature about Summit ContactPoint©.

Summit ContactPoint© can increase your sales instantly! We understand that your expectations for CRM are growing & changing. You want an easy-to-manage CRM system. ContactPoint© is perfect for single or multi-user locations and can be accessed remotely by your salespeople who are on the road and working from home! We realize you are looking for ways to use CRM to improve your business processes & manage potential customers more effectively & profitably. Summit ContactPoint© can fit into your company's overall business strategy, be extended for use by all of your salesmen & offer your enterprise a healthy ROI (Return On Investment).

Summit ContactPoint© is versatile enough to fit any business type, but it also has vertical market functionality when interfaced with Petrolac© or Summit Ag Accounting©! ContactPoint's structure can serve as a backbone for your company and its economical price prevents strain on your investment funds!

Perform fast, specific searches

  • Have instant access to all interactions with a contact
  • Identify the number of leads you have had no contact with during any time period
  • Identify the number of lost sales during any time period
  • Find contacts based on company, location, salesperson, etc.
  • Break down your leads into the various lead types to create marketing campaigns specific to each group
  • Identify the number of sales a particular salesperson has had during any time period
Enhance database accuracy
  • Import new sales lead lists with your existing database leads
  • Easily view, add, delete, or edit each lead's name, codes, and history
  • Easily add, delete and edit contact information
  • Manage a lead cross-reference of your customers' product codes to your product codes
  • Maintain optimum efficiency and storage space by reorganizing your files
Perform & analyze effectiveness of sales & marketing campaigns
  • Export the entire database or leads according to a specific criteria to create checklists, mailing labels, marketing letters and much more
  • Perform marketing campaigns by creating custom letters, faxes, etc. merged with each contact's name, address, etc.
  • Perform a sales & marketing analysis any time of the day, month, week or year for any time period
Mobilize your contact database
  • Salespeople can remotely import/export/access contact data
  • Export contact addresses to diskettes or e-mail to other salespeople by importing into Microsoft Excel

Supervise & control sales opportunities

  • Easily create, edit or delete to-do lists by salesperson for any time period, lead, or customer
  • Protect your private contact information from getting lost or shared with competitors by avoiding writing and losing hand-written sales notes
  • Record every step of the sales process to reference each time you speak to the contact
  • Keep unlimited, dated contact history notes
  • Keep record of sales quotes for each contact
  • Print lists of all unposted orders and quotes
  • Track the status of all quotes/pending sales and potential revenue of entire database by creating dated to-do lists/alarms
  • Track all customer purchases - Easily import data from your billing system and export data files to remote Summit ContactPoint© systems - Eliminate the need to transfer information from one set of books to another - Once you enter a new invoice into the system, the inventory, customer, accounts receivable, and supporting subsystems are updated automatically
  • Maintain special prices for any lead or lead/location/product combination - prices can be fixed or can be allowed to float with the cost/selling price
  • Tax info can be maintained for any lead or lead/location/product combination

Summit ContactPoint© is compatible with a variety of systems to ease your workload:

  • Petrolac©
  • Summit Ag Accounting©
  • Passport RW 2000®
  • Passport RW32®
  • Summit General Ledger©

 

123 N. Centennial Way, Suite 210, Mesa, Arizona, 85201  *  480.464.6053  *  fax: 480.464.2598  *  rx@petroleumrx.com