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Sales Reps love the Sales Force Automation, because everything they need to do their
jobs is in one place.
With online sales force automation, you can streamline your sales cycles, drive
higher close rates and better serve your customers.
Manage relationships by keeping everything, like phone numbers, emails, conversation
notes, tasks, appointments, documents and more—in one organized place.
Share and Secure relationship details across your business with groups of multiple
sizes, and set security by user profile.
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Get a complete customer view
Sales Force Automation provides quick access to all critical account data, a 360
degree view of the company, key sales data, relevant documents, partners involved
in the account, and more. Set Business rules, who can see specific data within shared
accounts and contacts.
Know everyone in your accounts
All customer information - address, contacts, notes, appointments, tasks and much
more are available in one place for easy reference.
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Account & Contact
360 degree view of about your customers and prospects is
right here - all in one place.
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Opportunity Management
Opportunity Management allows your sales reps to close
deals faster by providing consistent sales information, tracking deal progress,
and recording deal-related interactions.
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Email, Appointment & Task
An appointment can be any interaction with colleagues and
customers such as a phone call, a meeting, or an email. Based on your related activities,
you can create tasks and assign them to yourself or to other users. Manage your
inbound and outbound emails.
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Template Library
You can use templates library to create form letters for
individuals, mass email campaigns and email blasts. The integrated template library
eliminates the need to search through folders and mountains of email.
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CRM Mobile
CRM Mobile enables users to instantly view, create, and
modify data on any Internet-capable device. Nethzah mobile makes life easy for the
sales team and road warriors to stay productive even when out of the office.
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