Sales Forecasting & Reporting
- Accurate, timely forecast allow your sales people and managers to make their own assessment of all leads, ensuring no leads are dropped or lost.
- Point-and-click reporting and graphs allow your sales teams to access data for on-the-spot analysis and decision-making.
Management of Vital Opportunities and Leads
- Track leads from first contact to final sales, ensuring time and energy is spent on the deals that are most likely to close.
- Manage and analyse all current and historical account details, making it easy for your sales team to identify and recruit new customers and resell to existing ones.
Build and Maintain Profitable Customer Relationships
- Deliver superior customer service by having the most up-to-date and complete customer informations at your fingertips.
- Create more up-sell and cross-sell opportunities.
Account & Activity Management
- Use escalation and reassignment of leads to ensure that the employee most qualified to handle the situation addresses your client’s needs.
- Configure alerts to trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and much more.
- Use security level assignment to ensure that only the right people see information relevant to them.
Territory Management
- Automatically route leads to the right sales person based on territory rules.
- Easily create, merge and move territories and the data associated with them.
- Gain insight into sales effectiveness and performance by territory.
Enhanced Outlook Integration
- Continue to run your e-mail, diaries and contacts through Outlook with auto-synch recording all interactions in CRM.
- Share all contacts, tasks and appointments between diaries in both systems to allow sharing of information.
- View CRM entirely through Outlook, allowing you to see the benefits of CRM but use a familiar interface.
Graphical Reporting
- Filter data any way you choose with graphical forecasting and reporting features
- Use system default reports or easily create new reports with a reporting wizard that walks you through the process.
Escalation & Notification Alerts
- Ensure business opportunities are never missed, by sending real time alerts to the right individuals based on their roles.
- Deliver periodic messages to sales managers, summarising critical opportunity and farecast information for their direct reports.
Quotes & Order Entry
- Generate sales proposals, automatically reflecting local custoemr currency, customs charges and taxes.
- Access current product informaiton, integrate with our accounting or your exisiting legacy systems and deliver the most up-to-date quotes.
‘Stay on Top’ Time Management
- Allow your sales teams to easily set up, run and maintain their own marketing campaigns such as letter or e-mail campaigns.
- View reponses to each campaign, replicate effective initiatives and assign return on investment to each campaign.
- Integrate completely with marketing functions to allow instant feedback and information from a campaign to a sales person.
Access Anywhere Anytime
- Work offline or work online over a network or the Web, seamlessly synchronise between the two.
