Sales Force Automation and Lead Management Software – Infusion
CRM
Maximize your direct sales by tracking all of your leads through a fully customizable sales process/pipeline. Setup sales teams, automatically distribute leads, and build automated triggers into your sales process to ensure that yourleads are being followed up with appropriately and on time.
Sales Management - 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 - 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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