Automated referrals
Automated sales tracking
Member profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable member profiling
Automatic promotion reminders
Total view of all member accounts
Automated direct mailings
Relationship connectivity

Unlimited reporting

To generate powerful, comprehensive TotalView™ MRM reports, you simply tell the program what you want. You complete a sentence that says, as one simple example, “Show me a detailed report of sales closed for all employees for the past month.” You can request detailed or summary reports, with numerous other parameters specified, on such activities as:

  • *Referral and Sales Management
  • *Call Reports
  • *Cross Selling Activity
  • *Cross Sold Activity
  • *Referrals to - All
  • *Referrals by - All
  • *Referrals Awaiting Action
  • *Referrals with Sales Active
  • *Referrals with Sales Closed
  • *Referrals with Sales Lost
  • *Relationships per Member
  • *Prospect Calls
  • *Sales Calls
  • *Sales Pipeline
  • *Sales Pipeline by Closing Date
  • *Sales Closed
  • *Sales Lost
  • *Sales Declined

Include all employees, or just certain branches. All members or only those with specified profitability ratings. Include all money sources, new or old, or combinations. All products or products you specify.

Finally, you get the information for any specified period of time, sort it any way you wish, even export it to Microsoft Excel if you wish.