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Section
Topic
Direction
Sales Force Automation solves the issues related to contacts generation, negotiating, presentations, pre-sales, agreements completing and sales estimation.
Case Study
Today one of the most important tasks of any business is to provide longterm relationships with clients. The Sales Force Automation (SFA) solutions are one of the key elements of CRM in building relationships with clients.
The main purpose of SFA is to assist sellers in the sales process in order to increase the company’s revenues. The companies which mainly sale or trade can be complemented with marketing functions by implementing our marketing automation solutions.
PasSales
PasSales is the set of point solutions, which allows you to make gradual changes and improvements in sales business processes.
Application Area
PasSales is designed for sales managers directly engaged in selling. PasSales is developed for up-to-date interactive technologies like Internet and mobile communication.
Features
PasSales allows:
- to manage leads finding (by personal visits, telemarketing, pre-sales, direct sales);
- to generate leads;
- to create proposal samples, to assemble them into offers, to customize offers according to customer’s data, to deliver them by means of WEB, email, phone, tradeshows, seminars etc;
- to register, classify and update leads, prospects & clients databases so that marketing materials and documents can be targeted to specific segments or to managers responsible for this task;
- to track where each lead was originated in order to detect most effective and non-effective lead sources;
- to monitor prospects;
- to track and keep a history of all customers interactions, proposals and promotions made to them, especially by Internet;
- to manage, select and deliver precise information about customers from the database;
- to measure the rating of each of your lead sources;
- to close sales with sales revenues.
Compound
PasSales consistes of PasSalesContact, PasSalesPrice, PasSalesProposal and PasSalesReports.
PasSalesContact
PasSalesContact is Contact & Activity Management solution, which provides an interface to centralized database about leads and customers. It is aimed towards moving the prospects to the contract stage. In addition to the above functions it allows:
- to open customer’s accounts;
- to work with contact information and customer profiles (to estimate customer’s level, size, value, current status, current and previous sales & customer care problems and activities, those who involved);
- to provide an access to up-to-date information on leads, customers and stock for the sales force;
- to import customer profiles from the different databases;
- to filter accounts & contacts according to some segmentation criteria;
- to assign the tasks to be completed and staff responsible;
- to schedule different events (actions, activities, contacts, appointments, meetings, reminders, responds to requests, inquiries, promises and proposals) with automatic notification of their arrival and to track any worker’s or team’s activity by browsing their To-Do list. This allows to plan and manage sales projects;
- to use different build-in marketing scenarios and business rules in order to make the next step to deal;
- to record completed and promised interactions with customer (inbound and outbound calls, documents, information and other messages send or received, communication channels, presentations completed);
- to input information about typical product use.
PasSalesContact can be complemented with PasSalesBahave that can recommend an optimal behavior strategy, objection withdrawals and sample dialogues formulating.
PasSalesPrice
PasSalesPrice is developed for price configuration based on automatic considering of different internal and external factors.
PasSalesProposal
PasSalesProposal is designed for proposal creation. It let you:
- create and manage the samples of sales proposals, contracts, presentation samples;
- automatically generate letters based on conditions passed from PasSalesContact.
PasSalesReports
PasSalesReports allows you:
- to make regular reports by different criteria in order to control sales process and make crucial decisions;
- to analyze the sales volumes in order to increase the revenues;
- to monitor salesmen effectiveness on different stages in order to conduct some training, rotation or other improving changes;
- to identify those in sales department who play an active role in the sales process and those who obstruct it;
- to forecast future revenues.
Also see
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