Sales Force Automation

Sales force automation provides the ability to work leads from a beginning state, through the sales cycle of your business to a customer status. The following bullets outline some specifics of the SalesCycle.NET functionality:

Accounts and Contacts - You can load in your lists into accounts and contacts and work them through the process.

SalesCycle Statuses - You can customize the statuses your accounts/contacts flow through in the sales Process. Some examples are (Idle --> Contacted --> Marketing Material Sent --> Interested --> Proposal --> Customer)

Interactions - As you interact with your prospects/customers, you can track each interaction, then view the entire interaction history of a record. This helps you get a conclusive view of the interaction process.

Sales Pipeline - By using Opportunities, you can forecast future revenues adjusted for sales probabilities.

Dashboard - The System dashboard allows you to view the activity each sales rep is generating and gives you an idea of the productivity of your staff.

Extensive Reporting - By using the reporting/filtering mechanisms you can create custom reports to show specific information as well as export those reports to Excel for further analysis.