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BusyDesk™
Contact Management
Document Management
Correspondence & File Generation (Busywrite)
Account History and Retrieval
Marketing
BusyScreens (Customised Data Screens)
Follow-up Management & Action Control
CTI - Computer Telephone Integration
Event Management
BusyAnalyst Event Viewing & Analysis
BusyWorker
BusyDiary
Integration to Sage & MS-Office
Data Import & Export
Remote & Off-Line Working

Features

Sage Accounts

  • SAGE customers and suppliers may be accessed from BusyDesk

  • Additional SAGE licenses do not need to be purchased beyond minimum of 2

  • Selected SAGE financial information is displayed within BusyDesk with one mouse click

  • Debt recovery mail shots may target "on-stop" or "overdue" customers based on number of days overdue

  • SAGE financial data may be inserted into Ms-Word documents with one merge code

  • New Sage accounts may be created within BusyDesk

  • Existing SAGE accounts may be amended within BusyDesk

  • BusyDesk users cannot affect financial position or post transactions

  • SAGE order history may be shown in custom data screens

  • "Hot-link" to SAGE order processing avoids re-keying account numbers

  • Automatic warning and viewing of notes for "on-hold" SAGE accounts

 
 

Microsoft

  • Mail merge imports data direct into MS-Word documents

  • Contacts may be dragged direct from MS-Outlook

  • Single or multiple e-mails can be dragged & dropped from MS-Outlook

  • MS-Outlook emails are automatically filed in customer history in BusyDesk

  • BusyDesk launches any Windows file type for unlimited archiving & retrieval


Benefits

  • Departmental access to Sage can be enabled at low cost

  • Greater security with no access to Sage transaction posting or reporting

  • Real-time integration to SAGE database avoids data duplication and time wastage

  • Existing Microsoft products can be used, saving costs

  • Retraining is minimised by using existing industry leading products

  • Personalised debt recovery and marketing letters improve cash flow and profitability



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