Sales Force

High Level Components

• Lead management
• Contact management
• Opportunity management
• Activity tracking
• Quotation management
• Pipeline management
• Territory management
• Forecasting module
• Product catalogue
• Sales knowledge base
• Business intelligence
• Literature management
• Contract/warranty tracking
• Shared calendaring
• Offline access
• Mobile access
• Bi-directional MS Outlook sync

Contact Management

• Manage contact interaction including calls, emails, tasks, appointments etc.
• Contact profiling
• Track contact’s role in sales
• Build contact lists and conduct email campaigns
• Ensure accurate customer information through mandatory fields and duplicate record checking
• Auto update contact information
• Synchronize data with MS Outlook and other desktop organizers
• Access contact information from mobile platforms

Pipeline Management

• Track pipeline using multiple sales processes
• View the pipeline in dollar terms
• Graphical, pipeline examination method
• Sales loss analysis, with failure stage identification
• Manage multiple revenue models including recurring and one time
• Supports billing and deployment dates
• Conduct team-selling
• Track win probability and likelihood of award
• Calculate weighted probabilities
• Capture the key customer value drivers

Activity Management

• Track all activities across leads, contacts and opportunities
• Create and apply sets of activities to match business processes
• Delegate actions to others
• Integrate rule-based workflow processes
• Task/diary function that synchronizes with MS Outlook
• Allow scheduling of both sales staff and other staff
• Alerts and notifications
• Convenient daily printouts

Lead Management

• Rules-based lead assignment and distribution
• Lead alerts and notifications
• Manage lead workloads
• Lead rating
• Provides a method for passing pre-qualified sales targets to the pipeline
• Automatically link new leads to existing company records
• Automated lead capture from multiple Web sites and pages
• Bulk import of leads from multiple formats
• Provides a method for pre-qualifying sales

Business Intelligence

• Report across multiple sales processes
• Integrated reporting and graphing analysis engines
• Dashboards
• Built-in report generator and distribution engine
• Report on system and custom fields
• Interactive reports that allow users to adjust in reports by sliding dials, etc.
• Ability to build and save reporting scenarios
• Build reports directly in Excel
• Export reports to Excel

 Contract Management

• Track contract start and end dates
• Alerts when contracts are about to expire
• Warranty tracking
• Attach documents to contracts
• Order management integration
• Track and report on contract values
• Establish service level categories for contracts
• Track people authorized to receive support under a contract
• Build contracts from multiple sales to same customer

 Customization

• Add custom fields
• Change field values
• Change look and feel of application
• Customize business rules at record and queue level
• Build multiple sales processes
• Web services API

Offline Access

• Built-in newsfeeds related to customers
• Visual display of activities
• Star ranking system
• All records downloaded and synced automatically
• Customizable UI
• No additional cost