Sales & Marketing

The sales and marketing functionality satisfies many diverse requirements. For example, you can use this functionality to:

• Enroll new customers using a single transaction (i.e., you don't have to use the person, premise, service point, and start/stop transactions to enroll a new customer who resides at a new premise).
• Sell new products to existing customers.
• Update person, account and premise information using a single transaction.
• Market your services to prospects from a marketing list (and measure the success of your efforts). If the customer responds to your sales efforts, the system will automatically setup the customer, premise and related service agreements.
• Setup marketing surveys and record your customers' responses.
• Quickly create one-time charges.
• Setup proposals for prospective services (and then send a quotation to the customer for these services).
• And more...

The topics in this section provide more information about the sales and marketing functions.