Features

• Any number of customer/prospect/supplier linked events can be user defined

• Events can be any type of activity e.g. Sales Opportunities, Maintenance Contract Renewals, Faults, Audits, Projects, Planned Site Visits etc

• Group and status analysis codes may be user defined for any event

• Document history is automatically filtered by event type

• Events may be viewed and accessed from account view with one mouse click

• Customised BusyScreens may be added to events

• WorkPlans may be added to events

• Events are available as merge code options for MS-Word

• Events may be imported from external databases and exported to spreadsheets

Benefits

• Customer-related activities become easier as all the data is held against the customer account removing the need to search external databases

• Recurring events such as contract renewals can be automated to save time and boost efficiency

• Immediate position on events can be viewed from the account

• All documents for any particular event can be viewed while retaining the single view of all documents for the customer, saving time searching for information

• Events can be future or historical, so trends can be viewed using BusyAnalyst to provided vital business intelligence

• Customer service activities can be monitored easily e.g. display how many unresolved faults exist which are over 3 days old

• Events may be found from the main search engine to provide easy access to relevant data e.g. which sales opportunities are closing this month

• Recurrent events such as renewal of periodical contracts can be automated to save staff time and ensure cash flow is maintained at maximum levels