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Project Details
Sales Force Automation Equip your sales teams with the tools they need to manage leads, opportunities, and customer relationships effectively. Lead Management Capture and track leads from multiple sources like online inquiries, trade shows, and referrals, ensuring timely follow-ups. Opportunity Tracking Monitor opportunities across sales stages, such as demos, negotiations, and quote approvals, to forecast […]
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Sales Force Automation
Equip your sales teams with the tools they need to manage leads, opportunities, and customer relationships effectively.
Lead Management
Capture and track leads from multiple sources like online inquiries, trade shows, and referrals, ensuring timely follow-ups.
Opportunity Tracking
Monitor opportunities across sales stages, such as demos, negotiations, and quote approvals, to forecast revenue and prioritize deals.
Activity Planning
Schedule customer visits, device demos, and follow-ups with key stakeholders, ensuring consistent engagement.
Pipeline Visibility
Provide real-time insights into the sales pipeline, helping teams focus on high-priority deals and identify bottlenecks.
Mobile Accessibility
Allow sales reps to update leads, generate quotes, and access customer data on-site at print shops, manufacturing plants, or corporate offices.
Quote Management
Simplify quote creation with templates tailored for printing solutions, covering rentals, outright purchases, and managed service contracts.
Approval Workflows
Automate pricing, discount, and contract approvals to accelerate deal closures and improve customer satisfaction.
Route Optimization
Help field sales reps plan efficient routes for visiting customers and prospects, reducing travel time and costs.
Performance Analytics
Track individual and team performance with metrics like deal win rates, sales cycle durations, and lead conversion ratios.
Collaboration Tools
Facilitate collaboration between sales, service, and finance teams for deals involving technical configurations or multi-location customers.
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