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Sales Contact Management - Data Square
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Sales Contact Management

Optimizing sales with targeted lists, recommendations. contact and task management.
Data Square's CRM platform empowers sales and fundraising teams with lead scoring, contact details and recommendations on next logical action. Managers are armed with task and performance management modules to ensure that sales targets are met in a timely fashion.
Contact Characteristics

Lookup Demographics
Lookup Past Behaviors
Update Preferences
Update Wish Lists & Interests
Update Notes & Interactions

Targeted Lists

Phone Lists
Email Lists
SMS Lists
Address Lists
Contactability Lists

Recommendations Engine

Next Logical Offer
Next Logical Product/Service
Next Logical Action
Channel Preference
Contact Preference

Sales Task Management

Task Assignment
Task Status Update
Task Status Reporting
Performance Monitoring
Multi-level Manager View

Contact Characteristics

The right data can either make or break a connection.
Data Square’s platform provides a lookup feature to empower sales associates with timely and relevant information including contact details, demographics and past behaviors. An update functionality allows for corrections and entry of interests, wish lists, preferences, and relevant notes.

Targeted Lists

On average, 20% of your sales contacts will deliver 80% of the revenue.
CRM Square provides the ability to pull channel specific lists based on predictive analytics and lead scoring to identify top prospects and those most likely to purchase or donate.

Recommendations Engine

The right message at the right time makes all the difference.
Analytical recommendations fired by CRM Square’s back-end engine are designed to empower your sales teams to present contacts with timely and relevant products, offers, and messaging.

Sales Task Management

Performance management can improve outcomes by a factor of three.
Data Square’s CRM platform provides multi-level views and the ability to assign tasks, review progress, and deliver status updates. Assessing team member performance and addressing achievement gaps with timely feedback from managers is a critical success factor for sales campaigns.

Sales Resources

Ready to empower your sales teams ?
Find out how Data Square can deliver data and contact intelligence to exceed your sales goals.