I have outside clients and partners who need access to specific information. With filtering and permissions, I can give them access but still protect my information.
-- Ron Kerher Kerher Frazier Financial
Sales Force Automation SalesCycle.NET
excels in providing Salesforce automation functionality to small/medium
business and workgroups.
Salesforce automation provides the ability to work leads from a beginning
state, through the salescycle of your business to, hopefully, 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 Statusing - 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.
Free Trial
Click here to take SalesCycle.NET for a testdrive.
Accounts and Contacts - You can load
in your lists into accounts and contacts and work them through the process.
