Infusion Sales Force Automation

Infusion Sales Force Automation

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