Hosted Sales Force Automation - The Precis E-business Platform™

Sales Manager Features

hosted sales force automation dashboard

The Precis E-business Platform's™ hosted sales force automation features empower your sales reps to get the most out of every account and relationship. With every piece of important information just a mouse click away, your reps are able to see past purchase history, marketing responses, service case history and key account contacts. Reps are able to move new accounts through the entire process from initial inquiry/lead, to opportunity, to quote to sale. Reps can also book phone in orders through a structured selling process including cross sell and up sell options.

Track sales opportunities, key activities and forecasts
Create and follow up on quotes
Enter off-line sales into the main commerce workflow for seamless fulfillment
Identify customer buying patterns and high value accounts
Identify and save abandoned shopping carts

Sales Force Automation Features by Type
Sales Opportunity Management
Track Opportunities through Customized Workflow	Task and Activity Tracking
Forecast Opportunity (Funnel) Value	Insert Opportunity Contacts into Drip Email Campaigns
Sales Opportunity Scoring	Create Multiple Quotes from Opportunities
Create Orders from Opportunities	Append Documents and Media to Opportunities
Define Contact Roles within Opportunities	Route and Assign Sales Opportunities
Sales Order Entry
Enable Reps to Place Orders on Behalf of Customers	Accept Phone, Walk-in and Mail Orders
Consolidate Order Data to a Single Source	Re-Order on Behalf of Customers
Advance Web Orders to Completion	Cross Sell and Up Sell Phone in Orders
Quoting and Forecasting
Allow Customers to Save Carts Contents to Quotes	Turn Quotes into Orders
Push Quotes to Customers via My Account Section	Forecast Quote and Funnel Value
Reporting
View Abandoned Shopping Carts	Set Auto Reminders and Incentives for Abandoned Carts
Customer Order Recency	Customer Lifecycle Value