Good morning/afternoon, I want to speak with Mr. Mrs. [nome ficheiro].

Dear Mr/Mrs. [-----], my name is Mahim and Im calling from PRIMAVERA BUSINESS
SOFTWARE SOLUTIONS.
PRIMAVERA is an international software house that provides ERP solutions for
leading companies.
We have been recently in the International Seminar conducted by Dubai Chapter
of ICAI (Institute of Chartered Accountants of India).
PRIMAVERA has a significant presence in EMEA countries and opened last year,
office in Dubai.
We are specialized on ERP management solutions for the global market. We provide
ERP management software, in every area of a company from the commercial and
sales area to accounting and finance, Banks, Human Resources and the
management of purchasing, stocks and assets, ) and decision empowerment,
provided by an integrated and modular ERP solution.
Sir/mam, let me ask you a question

Do you use management/Accounting Software?

(Y) Whats the Brand?

(Y) Are you satisfied? Or is there a area that you need to evolve and improve
your management ?

Which activities are in scope of your (company) work : Invoicing;

Finance and Accounting; Accounting Consolidation, Banks (checks,
reconciliations or transfers), Asset registration, Payroll of employees?

Do you have reporting tools to provide you with management

reports and performance key indicators: about financial performance,
Accounting Consolidation, Payments, Receipts, Check cash flow and bank
liabilities, Fixed Assets?

What we provide? Show solution

Our ERP Professional Software provides first-class service from the logging of
documents to budget management, and from the drafting of accounting plans by
financial year to the calculation of profits and Accounting Consolidation.
Our solutions process automatically: liquidations, transfers and offsetting of
accounts, advance payments and any other cash transactions.

The needs of our Clients are covered by modules such as: Sales, accounting, cash
management, assets Project managente or human resources management,
between others.

How you can do reporting?

With Business Analitics: is Tool that responds to detailed information needs and
automated management of performance key indicators like Payments, Receipts,
Cash Flow, Accounting, Fixed Assets) . based on data of ERP (RH, Sales , Accounts
and Finance, Materials, ). Variety of tech: SQL Server, Oracle, Excel, XML,...
With Office Extensions you can use Excel to access an array of ready-to-use charts
and create other analysis based on data of ERP (RH, Sales , Account Finance)

Check interest for scheduling a meeting?

Are you available to schedule a meeting with one of our partners and discuss how
we can help your company reduce costs and increase efficiency?
If needed pitch it..in case of price queries..
Following the ICAI event , we have now in place a 25% discount on our full
Accountant Services product range, until the 21th of April.
Lastly collect and verify some datas
I would like to take some notes to make our next contact more efficient:
CONFIRM:

Company Name

Company Address

Contact person

Phone of contact person

Email of contact person

Best date/schedule for next contact: [try: as soon as possible]

COLLECT:

Number of employees

Number of Clients/Companies

Tasks involved in the activities of your company: Invoicing; Finance and

Accounting; Accounting Consolidation, Banks (checks, reconciliations or
transfers), Asset registration, Payroll of employees?

Would you prefer to access the product through internet (Cloud solution) or
on-premises installation

Other relevant information