Lead Routing and Tracking for Direct and In-Direct Sales Teams.
Business Opportunity Tracking across all Salesteams including In-Direct Salesteams.
Service Oriented Architecture Built to Syndicate Sales Data to Partners and Systems.
Sales Workbenches provides Lead, Project and Opportunity edits in fields.Track Sales and Sales Commissions.
Your Personal Web Cast Registration
Web casts are short software demonstrations that are conducted over the phone and over your computer. They are perfect for busy people who want to learn about our sales solution without spending a lot of time.
Marketing managers and sales managers lives are spent tracking leads and opportunities. Generating leads, routing leads, qualify leads and lead updates eat up time and money. Automating this process has several advantages first, you know the lead is passed to the right sales person quickly, second you know the sales person is working the lead.
Projects, also called Programs, are opportunities which require several products. The products may be all from one manufacturer or from a combination of many. If a sales man qualifies several opportunities for a sales project, the opportunities can be put in the project. This makes edits and reporting simpler. Reporting is more accurate. The forecast is accurate because the opportunities which make up the project and which can be one or lost are reported individually, and are not lumped into one opportunity.
Dates for Commission Import are mm-dd-yyyy
Please make your dates in file to be imported this format.
I used to be a lead culprit. I would get a lead from a boss or
marketing person, I would call the lead and attempt to qualify. Many
cases the lead was frigid and with the weight of a big quota bearing
down I moved on to lower hanging leads to be picked off. What happened
to the cool lead, nothing. Now look what I do and what makes me money.
Sign into your salessoftware account. In left menu click Accounts. Now Create New > Principal. This is the Principal Detail: