Statistics and Count Queries:
The queries present data, but, in some cases, we may
want to a numerical summary of certain events.
For instance we may want a numerical summary of how many
price proposals were closed in the last month, how many opened, how many
rejected etc.; we may
want to see the distribution per sales representative.
The Count Query Configurator analyzes and presents
numerical summaries. Users can create vertical, horizontal or three
dimensional graphs.
Using the Count system, a table of all the requested
data is presented with numerical summaries. Clicking on the each value will
display an itemized chart
showing the specific details of each entry. The chart may also be quickly
transferred into graph form. The graphs can be easily exported to Word or Excel to be added to an existing document or
for further editing. The Count system also allows statistical quantification
of values by grouping, by numerical values to find averages, lowest and highest
values etc.
System Functions:
The query is a central tool in Reach-Out and is made use
of by many other functions within the software. Reach-Out is a singular
integrated tool without separate modules. Unlike other software solutions that
market different software tools separately, Reach-Out is a unified solution
which combines all the
functions required for efficient workflow within the database unit itself.
Reach-Out has built into its solutions all tools required for project
completion, including
tools that may not be needed at the start of a project. It is important to
plan ahead, taking into account that tools that may seem extraneous at first, may later prove to be important or
vital for the success of your projects and everyday workflow.
Meeting Diary:
Reach-Out features a built-in meeting diary. All users
have their own meeting diary. As a CRM solution, Reach-Out's meeting diary is
not separate such as
in Outlook, but is connected directly to the customer data. Information about meetings appearing in the
diary can be viewed within the customer card as a separate table. The meeting diary shows meetings daily,
weekly or monthly for each individual user and includes Drag and Drop features
for ease of use.
Several meeting diaries can be viewed simultaneously. In order to analyse the
information in the meeting diary we can make use of the Meeting Queries, or, if the Meeting
information is included in the Customer Card Data, through the general query
function. As a result, meetings and their outcome become an integral part of the office
workflow. Full synchronization with Microsoft Outlook is available for users
working with Outlook Diaries.
Price Lists:
Reach-Out allows the creation of multiple price lists
including the flexibility to determine the fields within these lists. Different price lists may be created with different fields. Reach-Out CRM allows
full integration of price lists within the general database; once a product is
chosen from the price list, al the relevant data may be included in the customer card.
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