Sales Force Automation
Connected Business Includes Unified CRM Sales Force Automation (SFA) Tools That Empowers Your Sales Team Across Sales Channels.
It Streamlines The Sales Processes From Leads, Prospects, Opportunity, Order Management, Fulfillment, Sales Commission And More...
Connected Core ERP: CRM Sales Force Automation
Key Sales Force Automation Benefits
Increase Sales Team Productivity
Streamline Your Sales Cycle By Unifying Sales Channels And Team Members.
Build Lasting Customer Relationships
Gain Greater Visibility And Insight For A True, 360° View Of The Customer.
Provide Better Account Management
Full Access To Account History Allows Your Team To Better Satisfy Customer Needs.
Real-Time Data Builds Confidence
Real-Time Data Gives Your Sales Team And Customers A Higher Level Of Confidence.
Features That Empower Your Entire Sales Team.
Connected Business Includes Sales Force Automation And Management Tools That Allow Your Organization To Better Manage Sales Activites And Streamline Internal Processes.
- Unify Sales Channels And Internal Sales Processes
- Provide Sales Teams With Accuate, Real-Time Data
- Give Sales Teams 100% Visability On Incoming Stock Availability
- Allow Sales Team To Collaborate On Opportunities
- Allow Sales Managers To Better Manage Sales Teams
Turn Leads Into Prospects - Prospects Into Customers
Connected Business Supports Sales Activities As They Progress From Lead, To Prospect, To Customer. Track Larger Deals With Sales Opportunities For Collaborative Sales Efforts And Sales Forecasting.
- Monitor Sales Process With Leads
- Convert Leads To Prospects (Or Customers)
- Create Sales Opportunities For Prospects And Customers
- Create Sales Quotes For Prospects And Customers
- Track The Sales Effort By Sales Person And Sales Opportunity
Increase Your Customer Engagements
Customer Engagement Is An Important Part Of Any Sales Organization. Connected Business Includes Tools That Are Designed To Help Your Sales Team Re-Engage Dormant Customers And Suggest New Products Based On Historical Sell-Through Rates.
- "Follow-up" Feature Helps Identify Dormant Customers
- Easily Setup Calling Campaigns Based On Buying History
- Easily Setup Email Campaigns Based On Buying History
- Built-In Artifical Intelligence Suggests Fresh, New Products
Upsell Tools To Increase Your Average Order Size
Sales Opportunities Can Be Found On Almost Every Customer Interaction, So We Have Built Powerful Upsell Tools Into The Entire Quote, Order, And Invoice Process. Setup Upsell Rules Once – Works Both In The ERP And Ecommerce.
- Direct Buyers Into In-Stock Products At Order Entry
- Upsell Buyers With Accessory Products At Order Entry
- Upsell Buyers With Complimentary Products At Order Entry
- Add Activities To Sales Pesons Calendar At Order Entry
Calendar Management
Immediately Monitor All Planned Activities For Your Entire Company. View Scheduled Activities As Well As Completed Activities On One Calendar. Filter By Individual Staff Member Or Team.
- Manage Progress Of Your Staff
- View Calendar For Meetings, To-dos, Calls, Call Backs, etc.
- Shared Calendars Among Teams Simplifies Planning
- Activities Can Be Marked Private
- Schedule Meeting Activities With Committed Resources
Opportunity Management
Manage The Entire Sales Process With Opportunities. Create Opportunities For Prospects And Existing Customers. Track The Sales Progress And Percent Chance Of Closing The Sale. Forecast Your Sales Based On the Details Documented In The Opportunities.
- Define Opportunity Sales Stages
- Link Opportunities To Quotations
- Assign Opportunities To A Staff Member Or Team
- Use The Dashboard To Track Opportunities And Projected Revenue
- Auto-Complete Opportunity When Converting To An Order
Quote Management
Easily Create Quotes That Customers Can Accept On The Shopping Cart Or You Can Convert To A Sales Order.
- Quickly Create Quotes For Customers And Prospects
- Option To Allow Buyers To Create Quotes Online
- Convert Quotes To Sales Orders With One Click
- Duplicate A Quote To Any Customer Or Prospect
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