Wintouch eCRM allows you to find any account or contact by using its powerful search engine. A user is able to find a single record based upon any available field within Wintouch (i.e. name, phone, email address, etc.).
In addition to finding a single record, you are able to
"slice and dice" your database for such work flow processes as lead
distribution and marketing campaign management. Wintouch eCRM provides extensive
Thepowerful Boolean search engine is able to sort virtually every information field into comparative and conditional lists, enabling you to reach exactly the right market with exactly the right message.
Wintouch eCRM search examples:
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Customers in a specific sales territory with accounts receivable balances of zero, who have not ordered in the last 60 days.
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Prospects and customers in a specific zip code who have not ordered a specific product.
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All customers with annual sales over $100,000 with no sales activity in your new product/service.
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Customers in the Northeast, who have not been contacted for more than 30 days.
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Policyholders of term insurance whose policies expire during the month of May.
Simple Account Search options (above)
Simple Contact Search options (below)
Multiple search parameters are specified on the Group Definition. (below)
This is found on the Options menu and allows for unlimited "and/or" parameters.
