Sales & Mktg Company Export (Desktop) 🎥

Sales & Mktg Company Export (Desktop) 🎥

🎥 Watch Video
Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix offers a platform that will allow you to create mailing lists for their existing customer base. 
In the Sales and Marketing database, a collection of data is provided for a Company.  Examples of some available filters are as follows: Company Code, Market Segment. The created list can be printed or exported to allow for possible label printing or email transmission.
Path: Sales and Marketing > Marketing > Company

1. The report can be filtered with 17 parameters that we can sort into 6 categories:
- By type of Company: company code, member of a category.
- By date: booking and/or arrival day.
- By marketing segments: market, referral, the reason for the stay or discount code.
- By revenue: revenue or number of nights overall and/or year to date
- By provenance: zip code, state/province and/or country.
- By contact information: if the profile has a fax number and/or an email.

2. Click Process.



3. The screen report will show a limited number of information as followed:
- Company ID, Category Code and Company Name.
- Contact Name, Telephone, Fax and Email.

4. Click Print to print this result or click Export to get more data. See next.



5. Choose the Format you want for the data export: Comma Delimited (PeachTree), Tab Delimited, XML or IIF (Quickbooks).
6. Enter a name for the file.
7. Click OK.



8. Choose if you want to merge the data by Company or have every reservations for every Company.



9. See the attached document for an example of the exported data. It will include the 30 following fields:
- Company Code, Category Code, Company Name.
- Contact Last and First Name, Address 1 and 2, City, State, Zip and Country, Telephone, Fax and Email.
- Number of nights registered under that Company and revenue generated for that reservation, if export by reservation.
- Total of nights registered under that Company and revenue generated for the Company.
- Market Segment, Referral Method, Status of the Company Account (activated or not).
- Arrival date, date the reservation was made and contact on the reservation, if export by reservation.
- Discount code setup for week-end and weekdays, and week-end and weekdays override rate if applicable.

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