Sales Force Automation

Maximize your direct sales by tracking all of your leads through a fully customizable sales process/pipeline. Setup sales teams, automatically distribute leads, and build automated triggers into your sales process to ensure that your leads are being followed up with appropriately and on time.

• Quickly add, edit, and search for leads
• Assign leads to your sales reps in bulk or one-off
• Round Robin automated lead distribution
• Set up the sales pipeline by creating Stages and Statuses for your leads
• Create a checklist for sales reps to follow at each step of an opportunity
• Set the "Target # of Days" that a rep should allow a lead sit in each stage
• "Triggers" initiate automated actions when leads are moved from one stage to another

• Quickly add, edit and search for leads, prospects, or suspects
• Prioritize daily calls and actions using “My Pipeline” which contains the lead lists created by a sales manager
• "Quick Edit" lets you view a lead list and quickly call/edit those leads
• Access contacts and appointments wirelessly through your Internet-enabled phone or PDA
• Create product bundles with Buy Now to offer prospects and close the sale
• Follow-up actions automatically appear in the sales reps calendar and tasks
• Estimate close dates on opportunities

• Pull reports on "Stagnant Leads" by sales rep or date range
• Verify deal flow and movement of leads from stage to stage
• View Pipeline reports for the company and individual sales reps
• View Call Log reports to see how many calls made by reps and company
• Opportunity Revenue Forecasts report allows sales managers to forecast potential revenue from opportunities