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Sales Automation
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AD-SALES provides organizations with a comprehensive contact and list management solution designed to increase your sales and reduce your sales cycle time through the automation of your sales processes. This dynamic solution gives your sales force the ability to see which contacts and accounts are most likely to generate revenue for your organization and gives users the information they need to drive the process. As a result, the sales team can focus their energy in the areas that are more likely to generate revenue.
In addition, because the system enables online delivery and the tracking of electronic sales literature, your sales force will tighten the sales cycle.
Sales Process Automation
- Manage sales opportunities from the moment a lead enters the system through the entire sales process.
- Drive the sales process using your preferred sales methodology. Administer sales steps based on your preferences and initiatives.
- Viewing complete sales and marketing history reports for every contact gives you the ability to document proven and effective sales processes.
Contact Management
- Manage your contacts from a single screen. Search and create lists for calls or follow-ups. Add, update and upload contacts to your targeted lists. Identify contacts by industry, position, or type of lead.
- Personalize and tailor your email messages to your sales prospects for greater response rates. Send unique emails to large groups or to individuals.
- Export contacts to Excel or CSV files with a click of the mouse. Send collateral out of your inventory system without leaving the sales tool.
Tasks and comments
- Associate tasks to contacts so follow-up actions occur on time. Tasks can include calls, meetings, emails, or sending literature.
- Add notes to contacts, and associate documents to contacts. Spreadsheets, request for proposals, and quick quotes are associated to the contact for fast reference.
- Route leads, view history, and update notes for the contact with one click.
Sales Opportunities
- Generate reports regarding open, pending or closed sales. View which sales prospects present the best opportunities.
- Report on all sales that are at a particular step. View sales in the pipeline. Report on sales reps activity and sales.
Elements:
- Sales Force Automation
- Contact Management
- Contact Notes
- List Management
- Account Management
- Forecasting
- Pipeline Reporting
- Email Blasts
- Field Sales Automation
- Task and Initiatives History
- Appointment Management
- Response History
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