Forecasting Sales
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Track efficiently and in real time your sales pipeline as well as forecast dates for a better understanding of your sales funnel.
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Measure your pipeline value in 2 clicks
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Fine tune your sales process by easily adjusting forecast dates
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Increase accuracy of your revenue projections
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Define a better sales process vs. win/loss by identifying the reasons
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Easily and quickly data mine your sales data into a format that you can easily understand.
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Workflow Automation System
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Use our unique “Point n Click” Work Flow Automation to improve your team productivity by automating most of your recurrent tasks thereby saving valuable sales staff time
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Automatically create and assign task and/or activities by using the workflow automation. Define your own triggers as well as the resulting actions.
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Distribute leads within the system to your sales representatives, agents. (See also Lead-Xpress)
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Use our unique Ticker Tape Message feature to alert other users of wins, losses and other updates within the system
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Use the Lead Nurturing Track to create a series of actions over time to deliver key emails and other actions without human involvement. Customise the content of the email messages to suit the prospect and the situation.
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