Sales Forecasting

Client Prospecting (CRM)

Used primarily by our Commercial Conference Venue clients, our Client Prospecting Module (CPM) will track your initial enquiries all the way through to the Event, Invoicing and after sales follow-ups and repeat business. ValuedClients.pdf

Enquiries/ To-do list

Once you have captured the contact details of your enquirer, CABS CHAMBERLAIN will set up all the data necessary to keep track of the enquiry. For example, a normal response is to send out a covering letter with your brochure. In the process of doing this, you can automatically log a follow-up activity (for you or someone else) which will then appear on the To-do list with all the details you need to start chasing the business. ContactActivity.jpg

Once you have (hopefully) secured the business, you can generate a contract letter containing all your terms and conditions and all the information you have entered for the event. Full deposit handling is also included QuoteWithDeposit This includes a full formal quotation NorthfieldQuote.pdf if you want to or simply a summary of the event. You decide what information you want to appear in any documentation.

Once you complete an activity the software will nag you to place the next activity on your list Todolist.pdf so can continue to keep track of the client. When the invoice has been sent, it should not stop there as you will want the client back for more business.

Document filing and Document management System

Using a very powerful and specially developed interface to Word ©, you can place any information found in the database in to any document template you wish and generate as many different letter templates as you need. You can take your existing letters and convert them easily to work with our document management software. In addition, CABS CHAMBERLAIN will file your documents for you so you have a full document trail when you look at an Event or Client record.

Client Classification

This is a very powerful tool for marketing and analysing your business. Using a set of user defined classification groups (Source of Business, Business Sector etc., etc.) each of which can have an unlimited number of codes (and, if required, sub-codes) you can view your business through a set of filters. Most analysis reports are “Filter” aware so you can, for example, view the number of enquiries coming in from a given mailshot campaign or from locale or type of business sector. It is the same report, just using a different view of the world you need to know about. This example ReportsFilter.jpg is based on locations at a multi-site conference centre.

Real-time revenue history

As soon as you look at a client history you know the most important things about them at a glance; How much revenue they’ve generated in the past ClientRevenueAnalysis.jpg and have they paid for it ClientInvoiceAnalysis

Sales Forecasting Software

Sales Forecasting Software with Real time revenue forecasting at your fingertips. Based on either what financial information has been entered automatically or, if you prefer a guestimate, on how much you think each event is worth. You can then produce a variance report ForecastVariance.pdf to see how your forecasting skills are adding up once the business is in (or not, as the case may be). ConfirmedBusinessForecast.pdf

Statistics

There are a significant number of statistical reports shipped as standard with the software as well as many in our reports gallery of over 400 reports on our servers in Thame. Some examples include Key Performance Indicators KeyPerformanceIndicators.pdf, Confirmed and Provisional bookings forecasts ConfirmedBusinessForecast.pdf, enquiry tracking, ClassEnquiryCount.pdf lead time analysis and much more.