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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. |