Sales Forecasting & Reporting Accurate, timely forecasts allow Sales Reps and Managers to make their own assessments of all leads. Ensure leads are never lost. Point & Click reporting and graphs to allow sales teams to access data for on the spot analysis.
Account & Activity Management
Escalate and reassign leads/cases to ensure the employee most qualified to handle the situation addresses your client's needs. Configure alerts to trigger literature fulfilment, follow ups, call backs, and much more
Graphical Reporting Graphical features of reports to allow you to filter data any way you choose. Use system default reports or create your own. For more complicated reports SDS can custom built to match your requirements. Manage Vital Opportunities & Leads
Tracking of leads from first contact to final sales. Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new clients and resell to existing ones.
Territory Management
Assignment rules to automatically route leads/cases to the right sales rep or technician based on territory.
Quotes and Order Entry
Generate sales proposals automatically using local customer currency, customs, taxes. Access is available on current product information.
Build/Maintain Profitable Customer Relationships
Deliver superior customer service by having the most up to date and complete customer information at your fingertips. Information captured on your customers creates cross sell and up sell opportunities.
Enhanced Outlook Integration
Share you Outlook contacts, tasks, appointments into Sage CRM MME. Work through your Outlook client window to reduce clutter. Synchronise incoming and outgoing emails to individual and relevant cases building a tracking history.
Time Management
Onscreen reminders, alerts, email notification and automation of tasks using Workflow to improve speed. Individual Tasks and Calendars as well as department Tasks and Calendars are available.
Self Service
Enable clients to log their cases via the Internet allowing them access to up to the minute data. Develop the self service component into your website for seamless integration. Manage the workflow of your cases to increase efficiency in your company.
Access Anywhere, Anytime
Work offline or online over the network or the Internet, seamlessly synchronise between the two. Work from anywhere in the world over secure channels. - 16890
Account & Activity Management
Escalate and reassign leads/cases to ensure the employee most qualified to handle the situation addresses your client's needs. Configure alerts to trigger literature fulfilment, follow ups, call backs, and much more
Graphical Reporting Graphical features of reports to allow you to filter data any way you choose. Use system default reports or create your own. For more complicated reports SDS can custom built to match your requirements. Manage Vital Opportunities & Leads
Tracking of leads from first contact to final sales. Manage and analyse all current and historical account details, enabling your sales team to easily identify and recruit new clients and resell to existing ones.
Territory Management
Assignment rules to automatically route leads/cases to the right sales rep or technician based on territory.
Quotes and Order Entry
Generate sales proposals automatically using local customer currency, customs, taxes. Access is available on current product information.
Build/Maintain Profitable Customer Relationships
Deliver superior customer service by having the most up to date and complete customer information at your fingertips. Information captured on your customers creates cross sell and up sell opportunities.
Enhanced Outlook Integration
Share you Outlook contacts, tasks, appointments into Sage CRM MME. Work through your Outlook client window to reduce clutter. Synchronise incoming and outgoing emails to individual and relevant cases building a tracking history.
Time Management
Onscreen reminders, alerts, email notification and automation of tasks using Workflow to improve speed. Individual Tasks and Calendars as well as department Tasks and Calendars are available.
Self Service
Enable clients to log their cases via the Internet allowing them access to up to the minute data. Develop the self service component into your website for seamless integration. Manage the workflow of your cases to increase efficiency in your company.
Access Anywhere, Anytime
Work offline or online over the network or the Internet, seamlessly synchronise between the two. Work from anywhere in the world over secure channels. - 16890
About the Author:
We offer an optimum level of service when it comes to IT Support or small business server support. If you require more information please visit http://www.swift-ds.co.uk/.
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