Products - New Biz continued

Some features of this new module include:

  • Straight forward, intuitive, and easy to use
  • Leverages existing investment and user knowledge in Outlook
  • Full integration with Microsoft Office Suite and Microsoft Outlook
  • Sales tracking of activities and opportunities
  • Sales forecasting and pipeline analysis
  • Appointment scheduling with a shared calendar
  • Roll up activities and opportunities with multiple contacts in a company
  • Real time management reports and views
  • Compatible with PocketPC's (Contacts, Calendar and Tasks)
  • "Next Step" feature leads you through the sales process
  • Merge feature makes creating documents from contacts a snap
  • Leveraging your existing Microsoft Outlook email infrastructure, information is shared between sales reps, service reps, and even customers via customizable views. Shortening the sales cycle from inquiry to quotation allows for increased quotation volume, giving your sales reps more time to sell! No longer do sales reps have to follow up to see which quotes are completed.

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    For more information on New Biz please contact Sales.

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