CRM Software - Sales Manager
Follow the money with our cutting-edge sales solution! Manage your customers, leads, opportunities, appointments, tasks and sales support requests. Powerful cloud-based solution fully powered by Oracle.
Web and mobile app versions available.
CRM Software - Sales Manager comes with 3 powerful modules to support account managers, sales heads and senior management. Our solution is 80% out-of-the-box and requires only 20% configuration and customization, based on the specific needs of an organization.
Account Manager
Key Features
- Manage customer contacts.
- Track sales opportunities at customer level.
- Manage leads.
- Manage appointments.
- Manage sales support requests with other departments.
- Manage tasks and next actions.
- Mini dashboard to track sales pipeline.
- Built-in sms and e-mail engine to send personalized communications to customers such as product brochures, appointment confirmations etc.
- Set-up relationship triggers for customers on their birthdays and anniversaries.
- Access customer history.
- Manage expenses.
- And more!
Sales Manager
Key Features
- Track sales opportunities by team member.
- Track appointments by team member.
- Track ageing status of opportunities and leads.
- Track sales pipeline by team member.
- Track sales support requests that require action from other departments.
- Manage tasks and next actions.
- Track expenses at customer level.
- Track sms and e-mail logs.
- Assign leads.
- Manage users.
- Manage customer communication templates.
Dashboard
Key Features
- Access to a powerful dashboard with 6 standard reports.
- Interactive reports that can be downloaded to Excel, CSV, PDF etc.
- Drill down filters by date range, account manager, products and services.
