Sales & Marketing
The RangerMSP Sales & Marketing feature assists the team with generating leads, pursuing those same leads, and closing new business.
Using RangerMSP you can actively do the following:
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Create Groups of Target Leads/Prospects
You can segment customers based on various criteria such as:
- Size, location, industry or other customer characteristics
- Contract status (due for a service level upgrade, contract about to expire, etc.)
- Service history
Track Campaigns
- Log every sales interaction with the customer
- Filter leads/prospects by their source
- Send the messages using email, pring mailing labels
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Manage Telemarketing Campaigns
- Assign groups of prospects to individual telemarketers according to skill and experience
- Log every call and create follow up reminders
- Schedule appointments for the sales reps and notify them of the scheduled meetings and related information.
Manage Account and Contact Information
- Access and record detailed information about customer accounts and contacts
- Track all the interactions for each customer (phone calls, meetings, tasks, events, information requests, etc.)
- Share information from different RangerMSP modules for a complete customer view
Manage Sales Opportunities
- Capture information relating to sales opportunities
- Search and group sales opportunities according to specific criteria
- Pursue sales opportunities and track the status of each opportunity
- Forecast revenue potential and measure the effectiveness of your sales efforts
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Manage Sales Quotes
- Quote your customers for products and services, using your Items list
- Manage the entire life-cycle of the quote from its initial creation to winning the sale
- Convert Quotes into Ticket, Contract, QuickBooks Invoices or billable Charges
- Create Quotes from Tickets, Assets, Contracts, Opportunities
- Link an existing Quote to existing Ticket, Contract, Asset or Opportunity
- Let customers view and accept Quotes via the Customer Web portal
- Customize Quote printable formats
- Manage Quotes using both RangerMSP client and the Web interface