Feature Highlights of SEGManager 2000
Database Replication and Synchronization
The Replication (downloading) of an account rep's specific records to a laptop, allowing records to be added or edited while working remotely. Synchronize (upload) the new and edited records to the SEGManager 2000 main database.
Mainframe Interface
Imports statistical SEG data (shares, loans, number of members and number of accounts for each category) from the CU core data processing or MCIF system into SEGManager 2000.
Trend Analysis
Compares statistical data between user-selected Mainframe Interface import dates and identifies trends for evaluation.
Calendaring with Outlook Integration
Segmanager 2000's "To-Do Items" feature is a calendaring system. When a "To-Do Item" is entered in SEGManager 2000, Microsoft "Outlook" calendars are automatically updated.
Sales Forecasting
Track and keep on top of what's in the sales pipeline. Identify probability of "closing the sale" within a selected timeframe.
Marketing Events
A center for managing sales and marketing efforts leading up to "closing the sale". An integral part of Sales Forecasting, it also tracks competitive and lost/terminated company data.
SEG Profitability Rating
Records are dynamically updated (via the Mainframe Interface) to show your 1) Premier, 2) Average, 3) Marginal companies based on statistical data captured in SEGManager 2000.
Statistics by Industry
An easy way to find which Industries are your best target markets and evaluate your SEG portfolio.
SEGMap (Optional)
Displays companies in a printable geographical map and prints a list of the companies and their locations.
Create Letter
Quickly create a "letter on the fly", a single letter to a company contact from within SEGManager 2000.
Mail Merge
A powerful way to create and send mass mailings. Seamlessly integrates data with Microsoft Word to produce letters, envelopes and labels.
Mass Emails
Choose from multiple criteria to select companies in your database and send mass emails directly from within SEGManager 2000.
Supplies
Keep track of supplies you provide to SEG's. Process and print orders and maintain history of processed orders for each SEG.
SUMMARY OF FEATURES
Tracking
- Calendar and track To-Do Items in SEGManager 2000 and Outlook
- Calendar and track Marketing Events and sales pipeline information
- Track all Activities (calls, visits, mail/email, incoming)
- Track penetration and loan to share ratios for Active companies
- Track competitive information and lost/terminated SEG's
- Track supplies provided to SEG's
- Track all statistical data
- Calendar and track Special Events
Data Control
- Capture extensive profile, statistical data plus additional related information about each active and prospect company in a single record for each company
- Establish control and consistency of data input by creating drop-down lists for each field to insure accurate reports
- Set up user-defined fields in a special screen provided
- Import all statistical information from your core data processing system
- Store imported (from core system) historical share and loan data to create Trend Analysis reports
- Analyze SEG's by Branch, CU Rep, Status, Number of Employees/Members
- Export SEG information to other programs and PDA's
Production
- Create Sales Forecasting reports showing sales potential
- Set your own profitability thresholds to determine profitability of each SEG (Premier, Average, Unprofitable)
- Utilize SEGManager 2000's dynamic calculation of SEG profitability
- Produce mail merge letters, labels and envelopes
- Produce Avery labels
- Quickly send a letter directly from within a company record
- Send individual or mass emails directly from within SEGManager 2000
- Produce pie charts showing SEG statistical status
- Produce graphical trend analysis charts
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