The Trackurly note system is a tool that covers most elements in the program, allowing your employees to maintain a historical log of interactions with contacts, members, accounts, events, products, and more. Have the knowledge your employees need at your fingertips to actively engage opportunities, set deadlines, and schedule appointments. All of this information is then available to the employee on their personalized calendar and dashboard.
Social Media Integration
Knowledge is power, and when it comes to converting a lead, you need as much knowledge as possible. One way Trackurly helps with this is by integrating directly with a contact's Twitter, Facebook, and LinkedIn profiles, providing you with instant access to recent Tweets and Facebook posts.
Keep tabs on which employees are producing and which are not. Run reports containing conversion rates, conversion times, sales figures, and more targeted demographic information to find out who produces and who doesn't.