“* Keep track of all accounts and related contacts * Log all important customer-related emails into your CRM account for future reference * Store all the details of customer meetings and calls in an intuitive calendar * Create recurring events with daily, weekly, monthly, and yearly frequencies * Keep track of account and contact-related notes and tasks For the accounts, create quotations, sales orders, and invoices “
SalesForce Automation
informations
Sales force automation (SFA) is a sort of CRM (customer relationship management) software that helps B2B firms manage the data and duties associated in lead generation, opportunity monitoring, sales activity, and so on.
It’s basically a software that boost up the business processes and goal achievement. It also allows to keep tracks of every step of a sale process so that we can make the right decisions every time.
description
Automate your businesses with our Sales Force Automation CRM and manage your daily activities, leads & customers information and other sales activities.
Leads Management
Lead management is the methodical collection of lead information from a variety of sources, including websites, social media channels, direct phone calls, and other lead suppliers. Following the collection of leads, the lead should be allocated to the appropriate agent based on the circumstances. SFA CRM assists you in organising your lead information, visualising the lead summary in one place, nurturing them through email marketing, and converting them into business opportunities faster.
Contacts and Accounts
Oppurtunity Management
Track all sales opportunities from start to finish in a sales cycle. Import Potentials from other Business/CRM solutions and services. Associate opportunities with accounts, contacts, activities, and other modules to gain a 360-degree view of the opportunities. Track competition on each business opportunity. Analyze the sales stage and probability of winning deals Intuitive Sales Funnel c
To eliminate bottlenecks in the sales cycle, set up a sales escalation procedure using Workflow rules.Forecast and Quota
Forecast amount is the function in Sales Force that determines the estimated sales that can be produced from a given chance or opportunities.
End users may view their current month’s target amount, accomplished amount, and pending amount on the Dashboard. Forecast is created depending on deal amount.
What is the best way to incorporate forecasting?
You may enter a record in the Forecast and Quota module for whatever period (start date and finish date), to whom you are setting, and what the goal amount is.
The prediction and quota can be added by higher-level management. “Profit Amount Calculation
For any product based company , it is very important to know the following.
In particular duration what is the profit ?
from which executive, how much profit we are getting?
from which product we are getting more profit?Email Marketing
Email marketing is the process of nurturing and engaging with your prospects and clients through emails
Quotation Approval
Based on the conditions we can configure the quote approval in SFA CRM. Higher managers can approve or reject the quote. Until the quote is
not approved. End users are not able to generate the quotation until the quote is approved. For example if The payment terms in the quotation are more than 30 days, it requires the higher manager’s approval. For this scenario we can configure approval in CRM.Quotation Templates
Design the quotation templates according to your needs.
Inventory Management
Organise all your product and service details at one place and maintain the available stock.Track all of your purchase orders and maintain a database
of vendors.Pricebooks Management
Select different prices for the same product as per your customer segmentation while creating quote, invoice
Dashboard
Visualise the summary of leads, sales , projects , support on dashboard and build the custom dashboard components that gives actionable insights
To do List Management
Organize your tasks lists and reminders and keep track of your progress.Get a clear overview of all the tasks on dashboard and never lose track of an important task.
Document Management
Sharing and saving of the Documents related to the Clients. Unlimited related document Saving. Share document information and attach doc in the task.