



The Sales module is designed to support a sales process methodology. It allows activity to be tracked, monitored and reported in a consistent and efficient manner. The module can map complex relationships between company and group hierarchies, where customers have multiple sites and where different contacts need to be tracked. The Sales module will mange Sales Team performance with Quota and Territory Management.
The Sales Module also includes the Microsoft Outlook client software, the Sales for PocketPC module and can be purchased as a standalone module or as part of the CRM Suite. It consists of the following functionality:
Account and Contact Management |
Calendar |
Notes & Attachments |
Activity and Task Management |
Advanced Search |
Reports |
Opportunity Management |
Leads Management |
Correspondence/Mail Merge |
Territory Management |
Microsoft Outlook Client |
Sales Quotas |
Quotes, Orders, and Invoices |
Workflow |
Product Catalogue |
Competitor Tracking |
Sales Literature |
Sales Process Methodology |
Leads Routing |
Microsoft Sales for PocketPC |
