TEMsuite.com

Close more business, generate more revenue and profit.

That is exactly what TEMsuite is designed to support.

Plus… No Licence Fees Whatsoever…Ever

Below are details of each key module and a summary of the key benefits that you can expect to receive by using TEMsuite for your Total Engagement Management solution – Your End-to-End Sales Process

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Marketing

Run automated marketing campaigns.

  • Email Marketing
  • Targeted Leads
  • Targeted Prospects
  • Targeted Customers
  • Targeted Accounts
  • Targeted Groups – by industry, geography etc…
  • Call-out campaigns with scripts/knowledgebase
  • Content creation and personalisation
  • Preset times/dates
  • Workflow links
  • Automated responses
  • Full Campaign management
  • Response tracking
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Leads

Manage all of your sales leads by sales person.

  • Ad-hoc Leads & Detail
  • Import Lead Lists
  • Custom Lead Fields
  • Lead Workflow
  • Create/Add Target Lists
  • Convert a Lead
    • Auto Create Contact
    • Auto Create New Account
    • Auto Create Opportunity
    • Auto Schedule Mtg
    • Auto Schedule a Task
    • Add Notes
    • Link to Campaigns
  • Target Leads from List
  • Monitor Lead Progress
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Companies

Companies or Accounts cover prospects and customers and  provide;

  • Full Account Details
  • Custom Fields
  • Dynamic Searching
  • Account Workflows
  • Sub-Panels for all Linked Data
    • Contacts
    • Opportunities
    • Cases
    • Projects
    • Invoices
    • Many more
  • Campaign Links
  • Reporting & Charts
  • A Complete Picture
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Contacts

Contacts link to their Account record or can be stand-alone.

  • Full Contact Details
  • Custom Fields
  • Dynamic Searching
  • Sub-Panels for all Linked Data
    • Leads
    • Opportunities
    • Cases
    • Projects
    • Invoices
    • Many more
  • Category and Status Fields
  • Campaign Links
  • Reporting & Charts
  • A Complete Picture
Opportunities
Opportunities link to their Account record, Primary Contact and all other modules.
  • Full Contact Details
  • Custom Fields
  • Dynamic Searching
  • Sub-Panels for all Linked Data
    • Leads
    • Opportunities
    • Cases
    • Projects
    • Invoices
    • Many more
  • Multi-Currency
  • Sales Stage Tracking
  • Forecast % Probability
  • Age and Expected Close Date
  • Opportunity Type & Detail
  • Forecast Reporting & Charts
  • A Complete Picture Of Your Deals
Quotes
Quotes can be a straight itemised quotation or a mini proposal.
  • Linked to Account and Contacts
  • Linked to Contracts
  • Linked to Products & Services
  • Custom Fields
  • Dynamic Searching
  • PDF or Email Direct to Prospect
  • Quote for Products and/or Services
  • Auto and Manual Pricing
  • Quote & Approval Tracking
  • Multi-Currency
  • Custom Layouts/Formats
  • Reporting & Charts
  • Workflows for Follow-up
  • Auto-Convert to Invoice When Closed
  • A Full Picture of Your Live Quotations
Products
TEMsuite allows you to maintain all products and pricing for use in quotations, invoices and other modules. 
  • Product Categories
  • Product Codes
  • Part Numbers
  • Product Types
  • Product Details
  • Add to Quotations and Invoices
  • Preset or Custom Discounts
  • Percentage or Amount Discount
  • Direct or Indirect Products
  • Supplier Detail & Cost
  • Margin Reporting
  • Dynamic Searching
  • Customer Purchase History
  • Vendor Buying History
  • Multi-Currency
  • Reporting & Charts
  • Workflows
  • Mass Updates – e.g. Price Uplift
  • A Full Picture of Your Products & Services
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Invoicing
Invoices are a detailed breakdown of a customers purchased Products and services. 
  • Linked to Account and contacts
  • Linked to Contracts
  • Linked to Products & Services
  • Custom Fields
  • Dynamic Searching
  • PDF or Email Direct to Customer
  • Invoices for Products and/or Services
  • Auto and Manual Pricing
  • Invoice & Payment Tracking
  • Custom Layouts/Formats
  • Auto-Numbering
  • Reporting & Charts
  • Workflows for Follow-up
  • Invoice History by Account
  • A Full Picture of Your Billing
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Diary Mgmt

A complete set of integrated tools to manage any busy sales diary.

  • Calendar
  • Meetings
  • Calls
  • Email
  • Task Management
  • Integration with;
    • Outlook
    • Google Calendar
    • Most Leading Tools
    • All TEMsuite modules
  • Auto-Reminders
  • Workflow Integration
  • Your Week Fully Managed
  • Never Miss That Key Call

.

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Projects
Projects is a complete and comprehensive Project Management module. It links to all TEMsuite modules to deliver a total project solution.
  • Linked to ALL Other Modules
  • Project Tasks
  • Resources
  • Activities
  • Milestones
  • Timescales and Dependencies
  • Gantt or Detail View
  • Custom Fields
  • Dynamic Searching
  • Project Alerts
  • Full Project History Mapping
  • Project Notes & Documents
  • Resource and Product Costing
  • Invoice & Payment Tracking
  • Reporting & Charts
  • Workflows for Linked Tasks
  • A Fully Linked PM System
Cases

TEMsuites Cases module has a multitude of applications and links to all other TEMsuite modules where any type of Customer communication is involved.

  • Help Desk Cases
  • Legal Cases
  • Contact Centre Cases
  • Dynamic Searches
  • Sub-Panels for all Linked Data
  • External Self-Service
  • Links To;
    • Opportunities
    • Customers
    • Contacts
    • Projects
    • KnowledgeBase 
    • Documents
    • Many More
  • All Customer Communication 
  • Category and Status Fields
  • Time Measurement
  • Direct Email Updates
  • Reporting & Charts
  • A Complete View of All Open and Closed Cases
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Contracts
Contracts is a complete Contract Management module. It links to other key TEMsuite modules to deliver a complete view of every contract.
  • Linked to Key Modules
  • Contract Overview
  • Online Documents
  • Document Viewer
  • Originals and Addenda
  • Version Control
  • Contract History
  • All Contacts Internal & External
  • Commercial Line-Item Detail
  • Expiry Reminders
  • Workflow
  • Custom Fields
  • Dynamic Searching
  • Project Alerts
  • Full Contract History Mapping
  • Reporting & Charts
  • Don’t Lose Track Of Your Contracts
Reporting & Forecasting

TEMsuite’s Reports Module provides a powerful set of reporting tools across the entire database. Providing both line level detail and visual reporting, users can see exactly where they are.

  • Linked to Every Module
  • Full Database Reporting
  • Cross-Module Relationships
  • Extensive Conditional Controls
  • Graphical Representation
    • Pie Charts
    • Bar Charts
    • Stacked Bar Charts
    • And More
  • Inclusion in Dashboards
  • Dynamic Updating
  • Pipeline Visibility
  • Sales Forecasting
  • Summary & Detail
  • Drill Down
  • Easy Export
  • Workflow For Period Reports
  • Integration with Google Charts
  • See exactly Where the Business Is NOW
Dashboard

TEMsuite’s main Dashboard is the ultimate flexible and visual display of whatever the user wants to see.

  • Display Detail from Every Module
  • Graphical Reports
  • Sales Views
  • Calendar and Calls
  • Charts
  • KPI’s
  • Multiple Tabs
  • New Customers
  • Sales This Week
  • Pipeline by Sales Person
  • Interactive Content
  • External Content
  • Google Charts
  • Heat Maps
  • You Name It, TEMsuite Has It
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Workflows

Workflows is an immensely powerful tool to ensure that all business processes are followed, automated and repeated tasks just happen.

  • Batch Processing
  • Bulk Data Updates
  • Dynamic Actions From A Trigger
  • Conditional Processing
  • Sending Auto Acknowledgements
  • Sending Website Leads For Action
  • Regulatory Reporting
  • Periodic Report Pack Production
  • Forms Routing
  • Process Triggers
  • Uses We Haven’t Thought Of Yet !
Events

Managing planned events is complex. The right location, getting the audience, ensuring attendance, the marketing tasks. the costs and so it goes on… The Events Module provides a hub and integration with other key modules to ensure that the whole thing happens.

  • All Event Details
  • Custom Fields
  • Dynamic Searching
  • Delegate Selection
    • From Targets
    • From Leads
    • From Contacts
    • From Opportunities
  • Location Detail
  • Invite Letter Creation
  • Mass e-Mail
  • Budget Management
  • Campaign Management
  • Links to ProJect Mgmt
  • Reporting & Charts
  • Reach Your Target Audience
  • Get Your Delegates To The Event