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IvyOffice Lite
IvyOffice Lite is the affordable edition of IvyOffice 10. Its intuitive skilfully crafted interface gives users a Single Unified View of everything that is important for profitability.
For the home based business IvyOffice Lite has the power to make even the most ordinary owner manager perform as well as the most talented of large company sales professionals
It will give home business owners greater control of their day when speaking to customers, suppliers and prospects; and when writing to customers, faxing them or in emailing them
IvyOffice Lite can easily organise their working day, and diaries of those who are helping the business with customer support and purchases. Its integrated task manager works to ensure that everyone knows their tasks for the day
IvyOffice Lite is set up to accommodate a maximum of 240 records and up to 5 interactions per record.
IvyOffice Lite will help your business to establish long lasting and profitable customer relationships.
Product features
Holds up to 240 records, with 5 customer interactions per record
Instantly identify caller’s status – Customer, Supplier or Prospect…
Instantly access the right dialogue model for use with the customer; to maximise results from the customer contact –‘profit from contact’
Instantly access Sales ready messaging to maximise results from sales pitches
Use Customer psychology to improve your sales volumes
Segment and colour code customers and suppliers
Single Unified View- of information including customer’s lifestyle, preferences, notes, details of last transaction and more
Record and keep track of customer interactions– Up to five
Map link for every contact; Click next to post code to view map
Click on contact’s web address to auto launch Internet Explorer and their web page
Click on contact’s email address to auto launch Outlook Express or Outlook
Click on contact’s fax number to auto launch fax template
Click to search the internet for customer or contact related research
Map24 link and support for contacts; Click next to post code to access map 24
Click on contact’s web address to auto launch Internet Explorer and their web page
 
Click on contact’s email address to auto launch Outlook Express or Outlook
Click on contact’s fax number to auto launch fax template
Click to search the internet for customer or contact related research and save
Up to 4 search engines for internet research
Integrated document, and records management system
Keep stock 100’s of Products with prices
Keep track of products in relation to each customer interaction
Keep track of marketing and referral channels
Record 100’s of scripts for outbound telemarketing
Record 100’s of Helpdesk FAQs for improving customer services and/or technical support
Integrated Task manager and Remind me alarms linking every customer interaction
Set alarms for individual tasks and key dates
Link and store Excel spreadsheets relating to customers or suppliers automatically
Link and store Word documents relating to customer and suppliers automatically
Link and store PowerPoint presentations relating to customers and suppliers automatically
Store additional addresses and detailed notes for every customer, supplier or contact
Document flow tracker
Keep track of time taken for each transaction, appointment, task…
Set automatic reminders for recurring events like insurance renewal dates
Invoicing and sales register
Purchase Register
 
Access to payments and receipts records
Templates and direct access for sales letters, Purchase orders, Delivery notes…
Customise it for remote or flexible working or call centre applications testing
Upgrade to Ivyoffice 10 for £69.
System requirements - - Pentium II or above with 64MB RAM and 40MB free disk space
Operating Systems- Windows 98, Windows NT, Windows 2000, Windows ME, Windows XP
It is easy to use
Single unified view:
Instantly access everything you need to know about a customer or supplier

Colour coded caller status
indicator:

Instantly indicates whether the caller is a customer, prospect or supplier…

Last transaction and interaction details:
Describes your last interaction
with the customer; who handled
it, outcome, action taken...

Lifestyle, Insight, Dialogue model:
Instantly access dialogue model describing customer’s likes and dislikes, preferred subjects, lifestyle, sales potential etc.


Outbound scripts and Help Desk:
Instantly access customer psychology based telemarketing scripts and customer support Help desk…

Integrated document manager:
Customer emails, faxes, letters, phone conversations, invoices- all within one folder; saves time

Invoicing and billing:
Invoicing and billing in a customer centric environment

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