(Source: www.bsdinsight.com)
- Customer console – Complete access to customer information - quotes, orders invoices, Accounts Receivable, Sales History Installed Products and Service calls in a single screen
- Sales dashboard - Four predefined sales key performance indicators (KPIs) offer the salesperson a graphical view of their sales performance, sales funnel and past-due sales activities
- Maintain prospect and customer profiles - maintain list of contacts (decision makers, influencers), business characteristics, locations, financial information, past sales history, existing opportunities, installed base equipment owned by the company
- Manage opportunities – Develop leads, build pipelines
- Manage sales activities - Manage activities related to the sales cycle
- Meetings, phone calls, e-mail messages, product demonstrations and more
- Manage both profile related activities and non profile activities such as internal sales meetings
- Create alerts for follow up tasks, calls and meetings
- All activities are kept in history for possible referral at a later date
- View in standard Calendar format either daily weekly or monthly
- Synchronize activities with Microsoft Outlook® calendars for PDA visibility
- Campaign management - monitor campaign costs, stages and activities, develop target audience, media options
- Analyze campaign performance - view history of activities associated with campaigns that have been completed
- Manage business opportunities - filter records and generate various reports
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