The major reason to use Sales Automation is to keep control of your sales process and ensure nothing is missed or delayed that could be critical in making a sale. Sales Automation manages the information about new prospects, where they are in the sales cycle and what action items are pending. It streamlines the process by providing reminders for the next steps and alerts for overdue actions. Most important, Sales Automation allows you to forecast revenue from new sales on a monthly basis.
Our Sales Automation is completely integrated with the rest of the system. This ensures you know about all previous customer interactions when you are selling new products to existing customers. There is nothing worse than to find out your customer has a significant unresolved complaint when you call to sell a new product.
Sales Automation extends the 360 degree view of the customer to a 360 degree view of your entire sales process, showing you the prospective sales in your front-log, who is working on which sale and what problems they may have run into. This gives you a good view into problems that may need additional attention. The view can also be used to track the performance of each of your sales people with enough detail see what is working and what needs attention.