Essentials Edition

Sales Force Automation module in SMB CRM helps your company streamline and automate your sales processes and allows your sales team to design a single view of the customer. With the Sales Force Automation module you can shorten sales cycles, experience higher close rates and improve your customer retention. With online and offline access, your sales team can get back to what matters, selling, while being able to work more efficiently and driving your sales productivity. As a module of SMB CRM Essentials, Sales Force Automation will help you manage, align, optimize and qualify your sales process to give your company the boost it needs.

Pursue with Confidence

Would you like to win more deals by knowing what deals to pursue and what deals to avoid? With SMB Suite’s CRM solution you get anytime, anywhere real time access to your sales pipeline so you can strategically invest sales resources with confidence on the deals identified as the most important.

Features and Benefits

• Manage Sales Force Automation works in Microsoft Office Outlook, which will help you manage your customer emails, appointments, tasks and contacts from one application and works seamlessly with Microsoft Dynamics CRM.
• Understand Your Customer View account history and customer preference and current relationship status to help you and your team understand and meet their needs.
• Improving sales Shorten sales cycle and improve your “win” rates. Begin by spending time with the right leads and prospects and establish a follow up process to help save time. With automated lead routing, sales process management and competitor tracking, your company can more efficiently handle the sales cycle.