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Have a marketing and sales team that needs "anywhere/anytime" access to marketing materials, product/price information, customer contacts, leads, opportunities, pipelines, forecasts and key account information? We offer a variety of midsized solutions for those sales teams who have outgrown Excel and Outlook, but can't afford Siebel or Peoplesoft.
However, before embarking on a sales force automation (SFA) project, we recommend asking the following questions:
- What business requirement is driving my need for an SFA solution?
- What specific and measurable benefits do I expect to gain?
- How quickly do I need a solution deployed?
- How much software customization will be required?
- What level of integration with other systems and external data do I need?
- How scalable does the solution need to be?
- Will my organization need to use this solution across multiple locations?
- Will users need access while traveling, working remotely or telecommuting from a home office?
- What are my organization's security and privacy requirements?
- Will my internal IT support staff be able to effectively support this solution?
- Do I want to own this solution, or lease it from an applications service provider (ASP)?
Our portfolio of solutions was specifically selected to provide the following benefits:
- Present a Uniform, Consistent Marketing Message
- Streamline and Coordinate Marketing and Sales Campaigns
- Increase the Number of Prospective Leads
- Make Timely Contact with Prospective Leads
- Qualify and Convert a Higher Percentage of Leads into Opportunities
- Eliminate Opportunity Oversights and Late Responses
- Convert a Higher Percentage of Opportunities into Sales
- Track Patterns in Customer Buying Behavior
- Increase Customer Satisfaction, Loyalty, Retention and Repeat Business
- Recognize and Exploit Opportunities for Cross-Selling
- Shorten the Timelines for Marketing, Inside Sales and Outside Sales
- Reduce the Overall Cost of Marketing and Sales
Each offers the following features:
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- Native web client, allowing universal access from the office, while on the road or when working from a home office. (Also accessible from PC's, laptops, mobile/wireless PDA's and WAP-enabled mobile telephones.)
- Centralized, searchable contact management for prospects, customers, and key partners
- Options for contact synchronization with Outlook, GoldMine, ACT! and others
- Populate leads directly from the contact manager and assign to sales agents or sales agent pools
- Create call lists and set reminders for to-do items, follow-up contacts, events and appointments
- Easily convert leads to opportunities -- no more re-entering account or contact information
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- Maintain complete contact logs with dates/times, who was contacted, what was discussed, materials sent, resulting action items and reminders for follow-up calls/emails
- Track opportunities with descriptions, sales stage, competitors, next steps, to-do lists and action items
- Forecast opportunity value, win percentage and close date
- Collaboration features for group scheduling, status reporting, task delegation, literature libraries and document sharing
- Sales management dashboards with "at a glance" displays of aggregate reports, past-due alerts and quota comparisons, all with full "drill down" capabilities
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