Hotel Grand Pacific
Victoria, BC
Path Marketing worked in partnership with Microserve Ltd. to install & optimize ACT 5.0 for 10 synchronization users. Users share template files, customized reports and documents. Path Marketing's Sales Process consulting helped reduce the sales stages from 12 into a manageable 5. Manual prospecting reports have been replaced by a single report that shows measurable sales activity for the time period.
- Custom sales reports & strategy
- Setup custom fields & layouts
- Created custom client profile system
- Integration with Outlook email
- Custom forms & templates
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