CRM Sales Automation

Business Process Management (BPM) Redefined

COMPLETE xRM Sales Automation module enables sales managers to achieve the maximum potential from every member of their team. Our unique Sales Step builder enables managers to design and implement their sales workflow or methodologies.

COMPLETE xRM combines your "Best Practices" and workflow methodologies to increase sales, use the proven skills and best practices of their top performers to guide others to also become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance. Our Competitive Tracking enables sales teams to stay up-to-date with competitors latest strategic information allowing additional leverage in every sales opportunity.

CRM Sales Tools and Tracking Available Anytime, Anywhere

Manage sales opportunities from any location using all available touch points, web, email, and telephone via the Internet.

COMPLETE xRM Sales Automation module offers a complete solution to:

• Manage sales to both new and existing customers.
• Effectively monitor and manage a sales force using the Territory and Opportunity Management features.
• Significantly increase productivity by staying in contact with prospects using automatic predefined templates for emails, appointments and tasks.
• Eliminate redundant and disconnected applications.
• Streamline sales processes to create new customers and satisfy existing loyal customers.

Sales Automation Features include:

• Sales Process Workflow
• Manage Workflow by Email
• Team Management
• Activity Management Reports
• Contact Management
• Sales Report Builder
• Sales Dashboard
• Document Management
• Live Chat
• Territory Management
• Opportunity Management
• Sales Alerts and Reminders
• Customer Portraits
• Sales Quote Management
• Competitive Tracking