Increase
selling time
Manage all your contacts, automate sales lead distribution,
schedule appointments, and assign Hotlist tasks to others,
to ensure the best leads are acted on quickly. Then view your
customer's entire account history and send template-based
quotes, proposals, and emails. You can even use it interchangeably
with Microsoft® Outlook™ for email and calendaring,
and access your information from a remote office, through
the web, or a Palm OS® device.
Close more sales
with successful sales strategies
Improve your close ratio by defining and recording
sucessful sales procedures in the Strategy Library, then repeating
it in new sales Opportunities. Accurately create your sales
forecasts by evaluating your probability of close from your
own criteria.
 Manage
Opportunities from lead to close
Concentrate your sales teams on the right Opportunities
at the right times and view the complete picture of your pipeline
by carefully managing sales steps from lead to close. Ensure
sales success by assigning a proven strategy to an Opportunity
and automatically assigning Hotlist tasks so the proper steps
are taken.
Develop teams to pursue
more opportunities
Creating teams allows you to systematically work your
pipeline and maximize each opportunity by assiging the right
lead to the right sales person. Store all of your customer
and prospect information in a single database to be shared
amongst all team members. Shared Hotlist tasks and Calendars
enable sales staff to distribute leads and collaborate more
efficiently.
 Forecast,
analyze, respond… quickly
Reduce the amount of time sales people spend on generating
reports so they can spend more time selling. Concentrate on
what's working with graphical reports that provide visual
representations of trends and patterns. Access more than 150
pre-formatted reports and graphs or create your own custom
reports with ReportSmith's™ or Crystal Reports' ®
advanced data mining technology to analyze revenue forecasts,
sales pipeline, customer profiles, and account activities.
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