Marketing, prospecting and sales tools can be part of the same multi-functional application, or they can be part of different applications that can share the same data source.

For additional information on sales tools, please see SalesGetter™ CRM subsection.

Marketing and prospecting tools discussed here focus on adding data and then selecting the right target market or match for a particular need. Sales tools focus on increasing sales through using built-in sales processes and on customer relationship building and maintaining.

Marketing and prospecting tools can be set up somewhat similarly to report centers. (Report centers are discussed in the section Multi-Functional Report Centers.) Such tools allow assembling quickly customized lists based on previously uploaded data and, optionally, sending emails to the selected addressees. The user has to assemble the criteria set by clicking on all of the relevant characteristics, and then selects the action the application should take which could be, for example, different type of report generating, mail merge letter generating, or emailing with or without computer-generated attachments.