SALES FORCE AUTOMATION (SFA)

Sales Force Automation (SFA) is a comprehensive sales management system. It monitor sales activities in the organization though tracking cold calls, follow ups and appointments. Sales activities are organized initially in campaigns from which users can send bulk e-mails to prospective clients, track cold call activity, create new leads, and schedule follow-up sales appointments. SFA also provides complete account management for clients' profiles, projects, end-clients, contact information, notes, and much more.

Product/Service Editor : Upload the details of the product/services for a specific client/ company. Assign the product/service a campaign and then create leads.

Sales Campaign : Campaigns organize all sales activities which are applicable to a list of targeted companies and produce qualified sales leads.

Create/Update/Delete campaign

Initiate & Manage campaign

Send bulk email with graphical templates

Schedule recurring marketing emails

Track cold call results

Create post mail labels for campaigns

Master Company Search : Master Company Search is a powerful tool that searches the entire corporate database of contacts, prospective clients, clients, and vendors by keywords, country/state, and industry type.

Lead & Sales Management : Managers are able to

Create/Update/Delete leads

Initiate & Manage leads

Make leads to opportunities, successful/unsuccessful sales

View reports about all leads, opportunities, and successful/unsuccessful sales

Sort the reports in many variations including by employee, product/service

Client Overview : User can have a 360° overview of client and do the following.

View & update profile

Create & manage contacts

Upload & manage documents

Manage requisitions

Manage end-to-end clients projects

Create & manage invoices

Create & manage notes

View activity logs

KEY FEATURES

Sales Campaign Management
* Lead, Opportunity & Client Sales Management
* Cold Call Activity Management
* Bulk Email Marketing with Boilerplate Sales Emails

Client Management
* View Requisition or Job Orders
* Submissions for Jobs
* Billing, Invoices & Payments
* Timesheet Approval

Import Company data from excel

BENEFITS

Track Sales Productivity, Analyze Success & Unsuccessful Sales

Master Company Data and List Builder & Create Mailing List from Sales Campaign

Maintain Prospect Pipeline & Avoid Contacting Companies Multiple Times

Automate and Manage the Sales Process in Real Time

Organize Client Information and Notes in a Centralized & Secured Location

Maintain Centralized Corporate Calling List

Organize Client Information and Notes in a Centralized Location