Features
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Manage your sales team
Customisable contact management screen for tracking customers, suppliers, prospects & associates Full contact communication history tracking Contact & appointment scheduling To-Do / Action List management Pipeline (opportunity) management & assessment Track lead referral, lead type, probability of closing, stage of opportunity etc. Calculate weighted average probable sales in pipeline Raise quotations, sales orders & invoices directly from within your relationship manager Manage & review project work from with relationship manager Process Return Authorisations from customers (requires Corporate Edition) Customer specific product pricing Info on product availability & lead times for your customers Sales performance analysis by salesperson Sales performance analysis by area, territory, state, postcode, region, product group, product family, customer, customer category, supplier & user defined Sales commission analysis Supports multiple contacts per prospective company or organisation Supports multiple opportunities per prospect or company Set sales targets by customer, customer category, product, product group, product family, salesperson, territory & state Identify under performing products by customer, customer category, product, product group, product family, salesperson, territory & state Identify suitable customers for the launch of new products Incident / Support Issue management from point of contact to resolution Escalate technical issues to the technical staff & engineers who have the required qualifications Examine, compare & contrast customer purchase activity
t: 02 6585 5373 m: 0412 115 602 enquiries@capitalsolutions.net.au
Business Relationship Management CAPITAL's Sales Force Manager provides a structured solution for managing your sales  team's workload, customer and prospect contacts, sales opportunities, sales  forecasting with lead tracking, appointments and tasks, and follow-up customer  service and support management. The Sales Cycle In a typical ‘sales process’ leads are entered or imported into Sales Force Manager.  These can then be converted to opportunities, contacts, customers or follow-up tasks.  (Or any combination of these.) An opportunity is an entity in your ‘sales funnel’. Here  you describe the various processes involved in closing a ‘deal’. The stages you go  through in your sales process, for example ascertaining requirements or submitting a  proposal or quote, are adaptable to your needs. Once an opportunity is won, contacts  can be converted into customers and billing can commence. Total Integration There are lots of great CRM  systems around... What makes CAPITAL’s Sales Force Manager unique? The short answer is total integration with your business system - CAPITAL Business Manager.  Special pricing, credit limits, stock availability, quoting, entering orders or producing invoices can all be performed seamlessly without exiting your customer relationship manager. And if you work on projects or perform field service work, then your service management system is totally integrated into your sales system. The bottom line is  that critical information is always available at your finger tips and there is no need to  re-enter your data or run data exchange procedures.
Hitting Targets
Automatically fax, print or  email sales literature Send professionally designed  HTML mail Targeted paper, fax or email  based mail-outs Monitor salesperson call activity Analysis of conversion rates:  success, failure, open, inactive Generate exportable mailing  lists Identify lead generation source: customer, supplier, prospect, other, and/or by  specific referrer, as well as lead type, such as campaign code or area/territory
Case Manager
Manage your customer issues  from one central location Prioritise cases as normal or  urgent Track how long it takes to close a case Attach notes, documents & link transactions Send & log email communications Flag when follow-up is required Create associated tasks Review issue history at any time
t: 02 6585 5373 m: 0412 115 602 natalie@capitalsolutions.net.au