AccountScout

Sales Team

Top-notch CRM Tools

Linked directly to AccountScout's billing engine.

AccountScout CRM Mobile App Overview

AccountScout's full desktop software links directly to our new CRM tool that can be installed on your sales team's mobile devices.

AccountScout mobile app itunes downloadAccountScout mobile app google play android download

AccountScout

Sales Team

Top-notch CRM Tools

Linked directly to AccountScout's billing engine.

Data-Mine for Leads

  • Resell clients before the last run of their order, using Expiring Ad reports.

  • Identify past clients to call on, using the Dormant Advertiser report to view advertisers who have discontinued their advertising.

  • Find new leads for clients that advertised in past special or seasonal issues.

  • Review images of prior ads directly from the retail order screen to help in analyzing and formulating sales strategies.

Mobile App Calendars

Contact Management

  • Organize calls, schedules and tasks.

  • Document all communication with an advertiser.

  • Easily create a "Quick Note" or "Quick Task" requiring minimal keystrokes and clicks.

  • Keep the live, interactive, Activities Pane open to use as a task list.

Activities and CRM Overview Video

Manager Analysis

  • Monitor sales to newly acquired advertisers.

  • Track sales goals daily or weekly to help sales reps be successful.

  • Dashboards provide a quick view of your business.

  • Forecasts show expected revenue.

  • Lock ad pricing to prevent errors and "side deal" discounting.

  • Maximize "sold" ad space prior to deadline, improving the bottom line.

Activities and CRM Overview Video

Manage your Advertisers

Everything you need to know is available on the Advertiser screen. Use this screen as a dashboard to quickly load an order, analyze a prior statement, see when a sales rep last contacted them, or to do a general review of their account.

Each user can customize the screen to unpin panes of less importance and to place the information most important to them front-and-center.

Track All Correspondence

  • Document all emails, phone calls and meetings with each contact associated with the advertiser.

  • An Activity is automatically created for the advertiser, when an Invoice or Statement is emailed.

Manage Orders

  • All retail, classified, legal, and miscellaneous orders are displayed on one screen.

  • Double click an order, to review it, and to schedule more runs.

  • View an image of the published ads, or upcoming issues directly from the Retail screen.

Manage Billing

  • All past Balance Forward Statements and Invoices are available for viewing, reprinting , or emailing.

  • Account balance and aging information is displayed on the Advertiser screen.

  • Find new leads for clients that advertised in past special or seasonal issues.

  • Project an advertiser's account balance into the future to accommodate pre-payments.