Prospect Manager

Ideal for telephone canvassing

Your telesales people can select records to call and then work through them one at a time, adding notes and information to each record as they go. Anything you add is confidential to users within your company and cannot be seen by anyone else.

However, you are legally required to check that phone numbers are not registered with the Telephone Preference Service (TPS) before calling – but how can they tell if a number is ‘safe’ to call? Windowbase data is screened against the TPS register every 28 days and Prospect Manager tells you the numbers you can call – and the ones you can’t.

Another feature enables users to selectively copy and paste contact details into a standard letter, if someone asks to be sent details of your products and services. And if you do, you can set a ‘call-back’ date to make sure the enquiry is followed up.

Great for email marketing

Choose the records you want to email and simply export the records in a format that is compatible with any other application. There is an option to make sure only records having an email address are selected. We also provide a way of ensuring your greeting is correctly formatted, so Mr N. Smith would be addressed as ‘Dear Mr Smith’ but Mr Neil Smith would be addressed ‘Dear Neil’

Prospect Manager can also manage your email unsubscribe requests and you can add an additional email address to a record if you want to contact someone other than the Managing Director or Proprietor.

Perfect for direct mail

Marketing by post may cost more but it’s proven to be the most cost-effective way of driving new business enquiries. Choose the firms you want to write to and when data is exported from Prospect Manager, Microsoft Word will automatically match our field names.