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• Complete Lead Management Software
• Manage Leads, Prospects, & Accounts as people or organizations
- Entities can be set up as people (i.e. members, subscribers, etc.)
or full company hierarchies including Parent Organization, Subsidiaries, Divisions,
and collateral relationships such as affiliate companies, partners, etc..
• Opportunity & Pipeline Management - Create sales or purchase
opportunities against contacts, leads, prospects and existing accounts. Define multiple
sales processes including their milestones and stages, then select one for each
opportunity.
• Sales Forecasting - Leverage information from your pipeline
to generate accurate forecasts.
• Generate Quotes & Invoices - Create Quotes and Invoices
from Opportunity details including taxable and shipping amounts.
• Pricing formulas / Price Book - Based on volume, individual
customer, organization tier, past quotation history, and competitor prices for each
item being quoted.
• Competitor Tracking
• Commission Tracking - Set commission rates
for employees and automatically report on owed commissions from paid deals.
• Create Proposals & Quotes online
- Automatically create proposals and quotes from the
details of the opportunities and deals you create. Share those documents with your
customers via the self-service online portal.
• Sales & Employee Performance Analytics
• 360° view of email - Inbound / outbound email history by contact
for ALL users in your organization.
• Dynamic Page Views - Segment different customer types
to display customized lists based on customer relationship, including custom detail
views where you can define unique fields for unique relationship tiers.
• Structured Interest tracking using AOIs (Areas of Interest)-
AOIs track interest based on specific or broad product/service categories
you define and track before & after the sales cycle. Tracking interest lets
you maximize the probability of generating opportunities because you can target
specific interest points that lay the ground work for opportunities later on.
• Territory Management
- Territory permissions let each sales person access records based on their territory
scope.
• Team Management - Each employee can belong to a team. You can then
enable each employee or manager to see other employee's activities, performance,
etc.. based on their team scope.
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