If there’s one thing salespeople hate, its the over-kill data entry screens you get when setting up contacts and prospects in a CRM.
In CatalystQUE, we’re trying to do things a little differently and we hope you’ll agree that its a better way of working with your contacts.
Here’s how contacts work in CatalystQUE:
1. Enter a business card
When you meet a prospect, enter the details from their business card into CatalystQUE. A company record will be created with the contact attached.
2. Get linked in
CatalystQUE will automatically display the contact’s LinkedIn public profile if they have one. This is a great way of getting a little more background information about your prospects.
3. Enter any other info you need
If you have other information you want to track, you can add any additional fields you need to the company and/or contact.
4. Work with contacts in bulk
Sometimes its easier to work with contacts in a spreadsheet, so CatalystQUE has a worksheet mode that allows you to work with all companies, or all contacts in an online spreadsheet. Add and edit companies and contacts and add columns to record additional information. Everything you enter in worksheet mode is automatically updated in CatalystQUE when you click the Save button.
5. Use the information
All information that you enter against a company or contact in CatalystQUE is available in quotes and will be able to be used in our upcoming pricing module to filter prices.
6. Sort, filter, group, pivot, export
Using spreadsheet mode, you can slice your contact database as you like and export it to common spreadsheet formats for use in other systems.
We think that these features will mean that you get more from your contacts in CatalystQUE by doing less.
