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.

 

 

 

What You Get

  • Fully hosted solution
  • 80% out of the box
  • 20% configuration
  • 6-8 weeks lead time*
  • All-in licensing & maintenance
  • Training provided
  • Support help desk provided
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