Overview

Enable salespeople to create a single view of the customer with tools that streamline and automate everyday sales processes promoting shorter sales cycles, higher close rates and improved customer retention.  Wizard-driven communications tools help keep sales prospects and customers informed of new product and service offerings.

 

Offers a complete set of features/tools for sales planning, territory management and resource allocation, key advantages include:

  • Resource Centre ideal for sharing best practices
  • Robust role and group-based permission management
  • Strong global capabilities for team selling

Territory Management and Planning tools include:

  • Territory definition
  • Territory association
  • Groups and permissions
  • Quota capabilities
  • Task assignment and routing 
  • Resource Manager

 territory management

From capture to tracking to evaluation to qualification to conversion and automatic distribution, key advantages include:

  • Automatic association of incoming emails to leads
  • Effortless conversion of leads/responses to opportunities
  • Seamlessly integrated with marketing capabilities

Lead Management tools include:

  • Lead capture and import
  • Monitoring of leads
  • Prospecting
  • Qualification and Scoring
  • Routing and Assignment
  • Conversion

leads

End-to-end management of opportunities with seamless integration to MS Office and strong workflow helps sales representatives close the deal, key advantages are:

  • Seamless tracking of all associated communications
  • Robust workflow for repeatable best practices
  • Comprehensive Quote/Invoice/Order functionality

Opportunity Management tools include:

  • Deal tracking
  • Competitive intelligence
  • Task management
  • Products and pricing
  • Workflow and rules
  • Quote to Order

opportunity

A focused and coordinated approach to the management of existing customers and the additional revenue opportunities they afford, with key advantages of:

  • Complete view of all products and interactions
  • Easy access to contracts and renewal dates
  • Complex relationship mapping and tracking

Account Management tools include:

  • Data quality controls
  • Contact management
  • Relationship tracking
  • Activity management 
  • Query and Search 
  • Contract management

accounts

Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards, with key advantages of:

  • Broad capabilities from dashboards to OLAP analysis
  • New reports just "Next" button away
  • Easy report sharing and editing

Sales Analytics tools include:

  • Forecast and pipeline reports
  • Other OOB sales reports
  • Report Wizard
  • Trending and historical analysis
  • OLAP and data mining

sales