 |
Easy - Affordable - Risk Free . . . .
SalesMetric has the most extensive forecasting features available in a web-based SFA & CRM application.
Forecasting, Opportunities, & Product Master . . . .
- Multi-stage opportunity tracking to monitor the development of your leads and qualify the degree of customer commitment.
- Part number, product line, or dollar-level opportunity tracking to measure against quotas and forecasting.
- Dynamic sales funnel of opportunities by stage for instant view of sales progress, by user, or the team combined.
- Multi-level forecasting: track opportunities in units and dollars, or just dollars, against salesman quotas, salesman forecasts, and management forecasts.
- Keep constant watch of your business growth using book-to-bill ratios, revenue forecasting, & plan cash flow using lead-time calculations.
- Use Management forecast to drive master production schedule.
- Track your competitors and their pricing on a part number level.
- Use standard lead-times and unit pricing for quotes, or override as appropriate.
- Keep tabs on the competition for each opportunity while your deal progresses.
- Monitor your marketing campaigns. Know where the leads are coming from to maximize your future expenditures. Track your opportunities and see the results of your efforts.
- Track your wins and losses to improve your closures. Know why your customer chose you, or why your competitor got the sale.
- Configure product master to map to they way your business runs.
- Standard pricing in product master drives the dollars in the forecasting, or ignore the product master and track only dollars.
- Managers can view individual performance, or roll-up the activities of their entire staff.
Accounts, Contacts, Communication History, & Document Storehouse . . . .
- Keep all your relevant account information instantly accessible.
- See all activity within the account: appointments, action items, opportunities, contacts, communications log, and important documents on file.
- Communications history log for coordinated customer care.
- Keep all your account and contact data safe, accessible, and intact, regardless of employee departures.
|
