The Sales Management solution includes all areas under Relationships, plus offers the capabilities required for seamless, efficient Sales Force Automation.
The Opportunities & Forecasting system allows a company to track revenue, margins, close probability and date, marketing events and lead source. Furthermore, users can easily create high-quality pipeline and forecast reports in a matter of seconds.
The Quotes & Proposals module enables your sales team to generate complex quotes on the fly and link them to specific opportunities. Whether you need to generate a new quote, copy from an existing quote, or import values from any configurator that provides text-based output.
Contract Management allows for the creation and retrieval of contracts supporting a company’s product and services operation.
Products & Services is essentially a catalog of a company’s offerings. This module feeds into the Quotes & Proposals system and handles all pricing, margin management and maintenance costs.
