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Home > Categories > Hosted CRM Services > Infusion CRM > Sales Force Automation (SFA)  
 
 
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Infusion CRM - Sales Force Automation (SFA) Module 
 
 
Use Infusion CRM's Sales Force Automation module to maximize your direct sales by managing your leads through a customizable sales pipeline. Establish sales teams, automatically distribute leads, and build automated triggers into your sales process to ensure that your leads are being followed up with.

Sales Management Software For Sales Managers
  • Quickly add, edit and search for leads
  • Assign leads to your sales reps in bulk or one-off
  • Round Robin automated lead distribution
  • Set up the sales pipeline by creating Stages and Statuses for your leads
  • Set the "Target # of Days" that a rep should allow a lead sit in each stage
  • Pull reports on "Stagnant Leads" by sales rep or date range
  • View Pipeline reports for the company and individual sales reps
  • View Call Log reports to see how many calls made by reps and company
Lead Tracking Software For Sales Reps
  • Quickly add, edit and search for leads
  • Prioritize daily calls and actions using "My Pipeline" which contains the lead lists created by manager
  • "Quick Edit" lets you view a lead list and quickly call/edit those leads
  • Access contacts, leads and appointments wirelessly through your Internet-enabled phone or PDA
   
     
 
 
 
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