Why use Master Link CRM? One of our Customers – David White, champion of surfboard racing, of WhiteBorders, one of the countries largest surfboard distributors says:- “When we talk to any dealer on the phone, we’re able to check the debt situation while he’s on the line and raise the question of payment in a lighthearted, not a pressured, manner. I estimate we’ve reduced debt by about £90,000 without having had to force the issue. By this alone the system has already paid for itself.”

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Demonstration video

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Goldmine Uses/Benefits:

	Improve customer relations and profitability Use one of the world's best selling CRM packages to schedule calls and track information about customers. Thus generally improving your customer communication with the benefit of better customer relations and profitability. Schedule follow-up calls after selling a product, to see if customer is happy and whether they would require more of your products.
	Account Information within Goldmine Quickly and easily see the status of the account, for a customer, in Goldmine.
	Use Exchequer Enterprise to take Orders From within Goldmine, quickly switch from Goldmine to Exchequer Enterprise take on Order/Invoice/Telesales transaction for Goldmine contact
	Use our enhanced telesales module to take orders. Use Goldmine to schedule telesales calls and our enhanced telesales module to take orders fast and efficiently. Click here for more information
	Account Information for remote users Goldmine Remote users can see turnover, outstanding debt, last bought date and outstanding order totals. Also Outstanding Order Transactions are shown under the Goldmine "Pending" Tab and invoice Transactions are shown under Goldmine "History" tab
	Marketing campaign Using additional bespoke fields, in Goldmine, create mail shots, based on what products the customer has or hasn't bought.

Master Link CRM, links Exchequer Enterprise with Contact Management Software, such as Microsoft CRM, Goldmine, Act and Maximizer. Master Link CRM displays transactional and order history information – allowing non account users, such as sales teams, to quickly access accounts data, such as credit control and sales history, from their favorite CRM software. Master Link CRM can create a new account record and update existing records in Exchequer Enterprise directly from the CRM, cutting out the need to maintain two databases. Any sales transaction can be entered directly through Master Link CRM into Exchequer Enterprise - with the addition of the Telesales module - Master Link CRM becomes the ideal solution for telesales operators. To summarise – Master Link CRM can convert a prospect to a customer and then take an order through Enterprise Telesales. Other fields linked are: Notes, Sales history, defaults tab, drill down on credit control etc.

Please watch the Video for a full demonstration

Master Link for ACT,Goldmine,Microsoft CRM, Maximizer and Exchequer Enterprise

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Last modified: October 31, 2006