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Sales Force Automation (CRM)

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Sales Force Automation

 

Sales Force Automation provides the sales people the ability to view contacts and activities, generate quotations to establish forecasts and store all communications with accounts and contacts while management is able to view and build reports on business opportunities. Sales Force centralizes your companies sales prospect database for better control, security and communication for your sales organization.  Your sales force will streamline the qualification process by capturing the detailed prospect profiles.  Product interest, budget amount, purchase time frame, competitive landscape, decision makers, decision process, features sought, can all be recorded for use by direct sales force.  Prospect status codes provide tracking capability to establish funnel forecasting.

 

The features in this module include:

  • Prospect status classifications
  • Prospect types
  • Collateral history
  • Lead source tracking
  • Unlimited contacts and notes
  • Forecast by product group and Probability
  • Call calendar by sales rep
  • Unlimited user defined fields
  • E-mail capability
  • Forecast funnel reporting
  • Dunn and Bradstreet Collection

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