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Features of Spark Unity
Administration
Configure your organisation profile - this information allows your business identity to be integrated into the desktop view
Add, edit and delete an unlimited number of users
Control permissions for users to access, edit and delete relevant information
Set permissions for staff on a role basis
Update passwords
Contacts
Manage and organise your customers and suppliers according to your business needs and practices
Add, classify, edit, view and delete organisations and individuals
Access a comprehensive view of organisations, correspondence, opportunities, requests and orders
Search extensively by category, date, phrase, initial letter
Manage leads effectively
Track correspondence, notes, requests and opportunities related to each organisation or person
Diary
Look at your commitments in a user-friendly daily, weekly and monthly view
Schedule your appointments and tasks
Generate and manage leads, facilitating efficient sales activity
Optimise time and focus resources by rapid scheduling of to do items
Set and manage reminders
Notes
Keep and organise diverse information
Make note of potentially valuable leads and data for the future
Clear your desk of post-it notes
Products
See an overview of all your products & services – especially useful for sales people or agents
Keep track of stock and re-ordering
Bring together on-line and off-line sales and stock control
Provide full information about each product and possible alternatives
List all prices and available stock – everything you need internally and externally
Integrate products and accounts management
Accounts
Instantly view complete account histories
Link accounts to products
Quickly raise sales orders, invoices and agent payments
Process international, multi-currency orders
Identify outstanding payments
Sort and view invoices by date, customers or payment information
Keep control of your expenses and purchasing costs
Campaigns
Manage data accurately to create better targeted campaigns
Mail merge, including the facility to export data to other mail merge programmes
Use customisable templates to create and send mail, e-mail and fax to targeted prospects and customers
Monitor in detail the response generated by each campaign
Create automated reports on which faxes and e-mails did not reach their recipient
Track open rates and click-through