Sales Management
Sales Management
Manage your contacts and opportunities through the sales pipeline with instant reporting and task assignments
Sales Management
For most businesses, dilligent management of contacts and opportunities is critical to the sales process and the overall success of their business. The problem is that customer ralationship management (CRM) systems are over priced and over complicated and outlook doesn't quite do the job. We developed a custom portal using SharePoint technology to help us manage our contacts and sales pipeline, giving us real time performance reporting and visual sales forecasting. This demonstrates the power of SharePoint to meet the information management demands of any business.
- Global Contact Management
- Opportunity Tracking
- Visual Sales Pipeline
- Information Auditing
- Outlook Synchronisation
- SharePoint Customisation
"My agents are always in the loop, they don’t need to return to the office before a new viewing or valuation. We simply book their calendar from the office and it appears on their BlackBerry - in the car or in their pocket. More appointments, more sales..."
David Woodland
Managing Director