Sales Force Automation

  • Can your Sales team tell your most valuable customers?
  • Does everyone have access to the same Customer and Sales information?
  • Would Calendar-sharing and Appointment-setting increase collaboration?
  • Can automated email and SMS reminders improve productivity?
  • Are you getting the best from your team?

Sales Force Automation will help your organisation improve productivity and increase sales. Now with fully integrated SMS and email, you can give your sales team all the tools they need within the one system.

True collaboration between team members means you can share Calendars, manage appointments, email and SMS each other from the one system. Account and Contact management with real-time Sales/Lead tracking gives you the power to react quickly to market changes. Expense tracking and Sales tax is also available to let you measure the real cost of a Sale. The Product database will let you maintain your catalogue of Services and Products, and manage your product Inventory.

With record-level security, you can use the Simple Customer Management Sales Force Automation module as a Partner Portal. You decide which accounts your Resellers can access or allow your Suppliers to view Inventory details.

Standard reports include Sales Forecasting, Analytical Sales and Team Productivity, Top 10 Accounts and Leads, Expense and Sales Tax and even Product Inventory. All the data is entered in real-time ensuring the most up to date reporting.

Try this module for 14 days free. Register now

Just look at some of the features.

Features list

  • Account management
  • Contact management
  • SMS and Email Contacts
  • Automated email/SMS Contact reminders
  • Reseller territory management
  • Shared Calendars
  • Automated Appointment Reminders
  • Sale/Lead management
  • Real-time Lead Capture
  • Sale/Lead Follow-ups
  • Sales Territory Management
  • Sale/Lead history audit trail
  • Sale/Lead forecasting
  • Expense tracking
  • Budget and Cost Centre management
  • Sales Tax processing
  • Product Catalogue
  • Inventory Management
  • Document management
  • Task List Management
  • Automatic Reminders
  • Partner Portal
  • Global locality and time-zones
  • Supports Asian character set
  • User-controlled Admin functions
  • Account-level permissions
  • User Session control
  • Group-level Permissions