We hope the following screenshots will help give you a feel for some of the features, usablility and user experience available through Target 20 CRM.
Working with Prospects
Track and manage Prospect relationships and information; convert into Referral Sources and Referrers.
Working with Referral Sources and Referrers
Track and manage your relationship and information around your Referral Sources and Referrers.
Working with Referrals
Track, analyze and segment your Referrals.
Top 20 Selling Strategy™ and Virtual Sales Coaching Resources
Automated "next sales step" tasking, stage advancement and stage specific sales coaching content.
Performance Center
Stay on top of agency and sales rep performance through visually rich dashboard reports.
Access through Microsoft Office Outlook™
You can access Target 20 CRM completely from within Microsoft Office Outlook if you choose.
