Sales Force Automation

Sales Force Automation allows you to streamline sales operations by focusing on the key information and activities a sales rep needs each day. This directed approach pivots information to each individual rep, promotes better data input within the CRM and ultimately enhanced intelligence for sales management to define and automate best practices, as well as gain strategic insight into sales operations.

Sales Force Automation manages the entire customer lifecycle including all pertinent information and customer histories, leads and prospects, accounts and contacts, contracts, and opportunities. In addition, the Sales Force Automation application is fully integrated out of the box with other platform applications.

The 30-Second CRM

Help sales reps streamline activity reporting using a single screen to record information about which customer they talked to, new or updated information, opportunities discussed, and scheduling next steps and appointments. With just this single screen to navigate, sales reps easily drive better information into the CRM as well as consistently move their pipeline forward.

Lead and Prospect Management

Support for B2B and B2C type business models is included with our lead and prospect management. In addition, you can create opportunities directly within the Prospect prior to converting it to an account to maintain segregation. And includes provides all the tools necessary to analyze leads and prospects to help businesses focus their sales efforts.

Opportunity Management

The opportunity management features in the platform provide flexibility as well as simplicity. You can define proper opportunity scoring, gauge where opportunities are in the pipeline, and see the potential progress. Also manage and update product and pricebook information for accurate opportunity modeling.

Account and Contact Management

All records in the platform have a 360-degree view of all related information. This is particularly important for account and contact information where you need to see all related contacts of an account, plus all past activities including emails, campaigns, and sales calls. You can even use the platform to send templated emails to your customers, track their open state, and maintain all contact history in a central location. The platform provides a deep, integrated view of all the customer information you need.

Contract Management

Which accounts have expiring contracts? Ready to negotiate the next deal? Whether it’s licensing or services, this app provides immediate visibility to your relationship with your customers and clients. The platform provides a complete proposal-to-invoice solution.