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Sales
Force Management For Business
The
CAPITAL Sales Force Automation component has been designed to track and
manage the activities of your sales force, and assist your sales force
in analysing the purchasing history and sales opportunities available
from
your customer base, and leads and prospects. Sales Force Automation will
also allow sales people to check customer specific pricing, and produce quotes, orders and customer invoices.
Sales Force Automation completely integrates into CAPITAL's accounting system
for purchase history data,
stock control for customer specific pricing, and the order tracking and
management systems.
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Feature
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Sales Force Automation Software Description
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User Defined Screen
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Fully
customisable contact management records database for tracking customers,
leads and prospects. |
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Lead Tracking
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Tracks
contact history and manages suggested follow-ups. |
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Task Tracking
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Tracks
task and to-do list items. |
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Create Accounting Transactions |
Optionally allow salespeople to raise
quotations, sales orders, and invoices directly from within Sales Force
Automation. |
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Customer Analysis |
Examine
and compare customer purchase histories by state/region/sales territory. |
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Sales
Targets |
Set sales
targets by customer, customer category, product, salesperson, territory, and
state. |
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Sales Performance
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Compare
and contrast customers, customer categories, products, salespersons,
territories and state performance. |
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Opportunity Analysis |
Identify
underperforming products by customer, customer category, product,
salesperson, territory and state. |
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Customer Targeting |
Identify
suitable customers for the launch of new products. |
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Mail
Campaigns
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Generate
Microsoft Word mail merge lists of target customers or prospects. |
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Email
& Fax
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Bulk
email or fax customers documents, catalogues and other types of product
information. |
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Calendar
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Sales
appointments calendar. |
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Conversion Rates
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Analysis
of conversion rates and reasons for success or failure. |
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Salesperson Activity
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Track
salesperson call activity. |
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Automated Document Creation & Management
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Track,
organise and then email, fax or print sales literature, and/or generate
customer specific price lists and/or product catalogs. |
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Microsoft Office Connectivity
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Export
reports and lists to Excel spreadsheets. |
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Predict
future sales based on estimated closure probability per lead. |
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Reporting
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Prospect/Leads list
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Sales Forecast
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Forecast Versus Actual
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Performance & Opportunity Analysis
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Sales Targets
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Salesperson Activity
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Availability: To Be Announced
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CAPITAL
Office is a trademark of Capital Office Business Software. All other
products mentioned are registered trademarks or trademarks of their
respective companies. Copyright © 1985-2006 Will Nitschke for
CAPITAL Office Business Software. All rights reserved.
Capital Office Business Software Home Page: www.capitaloffice.com.au
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