Salestracker gets Document Vault

Insight Data has announced a major new development for Salestracker, the world’s first web-based prospect software for the home improvement industry with over 60,000 records.

The Document Vault is an App that allows users to attach documents, such as visit reports, meeting notes, quotations or price lists to a prospect on the customer on Salestracker.

“The Document Vault is a major development for Salestracker and our customers. Rather than simply updating a basic notes field, users can attach in-depth information securely, keeping all documents relating to a prospect or customer together in one place” explains Insight’s Software Development Manager Matthew Stone.

The Document Vault isn’t just limited to attaching files to a single record though. Users can attach a document to an entire campaign so that they can look back and view the sales letter, mailer or other documents that were sent with the campaign.

Users can also simply upload documents and files for general use, such as brochures or price lists, and download them as required.

Matthew Stone continues; “Some prospect data providers have outsourced their software development to third party companies. Not only could this be putting clients at risk of breaching the Data Protection Act, but it also means a lack of innovation and development. With Insight Data we have our own in-house software developers and are continuously investing in Salestracker. This gives our customers a competitive edge.”

Salestracker contains detailed information on specialist companies in the building and home improvement industry and is updated live in real-time by Insight Data’s own research team.

14,176 UK window and conservatory fabricators and installers, with over 10,200 email addresses
897 fabricators and installers in the Republic of Ireland
27,971 local builders and contractors, with specialist sectors
5,265 roofline installers
15,052 architects & specifiers
1,158 IGU (sealed unit) manufacturers in the UK and Ireland

For more information on Salestracker or any Insight database, call 01934 808293 or visit www.insightdata.co.uk