- Sales Process includes a sequence of sales activities that guide sales reps through each each discrete step in the sales process.
- Definition of the sales cycle.
- Provides a unified sales process.
- Ensure follow-up activities are performed.
- Assigned and scheduled automatically.
- Offer calendar to assist in the planning of key customer events such as proposal presentation or product demonstrations.
- Alarm reminders can signal important tasks as they become due, generate documents as they are needed or make decisions based on the user's input.
- Generate a mailing suggestion for customers who have been inactive or haven't made purchases for over a determined period.
- Ability to "check-off" activities after completed.
- Automating both an individual and organization to-do list.
- Valuable post facto analysis of a sales cycle, allowing the sales team to examine the duration and procedures involved in critical tasks.
- Sub-Contractor/Supplier Payment Certificate.