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Sales Force Automation (SFA) is an important function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.
MyCommands.com online office/CRM drives sales performance by allowing sales representatives to track and share potentials, manage and upsell into existing accounts, coordinate activities across teams.
With MyCommands.com online office/CRM you can monitor pipeline stages through dashboards and collaborate through alerts & notifications and integration with Microsoft Outlook.
It supports the complete sales process of your organisation, and it contains Lead Management, Potentials, Account & Contact Management, Sales Pipeline Management, Quotations, Sales Orders, Invoicing, Sales Analytics, and others.
Benefits
* Share sales data across individuals and teams.
* Bring new sales representatives up to speed.
* Present effective presentations and proposals to customers.
* Increase productivity by automating the quotes, and invoicing.
MyCommands.com online office/CRM supports a number of different aspects of Sales Force Automation as listed below.
Lead Management
Sales leads are a vital resource for sales and MyCommands.com online office/CRM offers sales teams a full range of lead management functions:
* Manage leads end-to-end (from creating leads to converting them into opportunities)
* Capture leads directly from your Web site and transfer to MyCommands.com online office/CRM
* Customise online lead form as per your organisation requirements
* Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
* Add multiple products to the leads
* Qualify leads to next stage based on information captured in lead details
* Convert leads into sales opportunities, accounts, and contacts with a single-click
* Lead conversion mapping for all the custom fields
* Create fully customisable lead reports
* Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Opportunity Management
Opportunity Management is another important sales function covered by MyCommands.com online office/CRM. Opportunities are labelled Potentials in the CRM and includes the following features for Opportunity Management:
* Track all sales opportunities end-to-end in a sales cycle
* Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
* Generate quotes, sales orders, and invoices from the potentials
* Create fully customisable opportunity reports
* Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyse the sales pipeline and quickly identify the bottlenecks if any
Account Management
* Track all accounts and related contacts, opportunities, cases, and other details from a common repository
* Specify parent-child relationships between accounts and their subsidiaries or other divisions
* Import accounts from external sources, such as ACT, GoldMine, and other applications
* Generate quotes, sales orders, and invoices for the accounts
* Track purchase history of the customers and analyse opportunities for up selling and cross selling
* Create fully customisable account reports
* Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyse the buying patterns of a customers and set up loyalty programs
* Attach customer-specific documents to accounts for a quick reference in future
Contact Management
* Track all contacts and related opportunities, cases, activities, and other details from a common repository
* Create the hierarchy of contacts within a company to have a better co-ordination while dealing with customers
* Import contacts from external sources, such as ACT, GoldMine, and other applications
* Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
* Synchronise contacts with Microsoft® Outlook®
Activity Management
* Add all important customer-related e-mails to the online office/CRM for quick reference in future
* Store all the details of customer meetings and calls in an intuitive calendar
* Manage daily tasks of the online office/CRM users to have a streamlined sales process
Reports & Dashboards
* Pre-build reports for sales force automation
* Sales pipeline analysis by stage
* Monthly Sales pipeline analysis
* Sales opportunities by lead source
* Drill-down the dashboards by time and opportunity stage
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