ActionWare for Sales Force Automation

and Account Management

Knowing what lead is where in the sales cycle is what Sales Management is all about. Ensuring that each member of the sales force, regardless of where they are located, has access to lead and customer information and tools to assist them in the sales process is what Sales Force Automation is all about.

ActionWare for Sales Force Automation will do all this for you and more.

As each sales step is achieved, the action is logged and automatically included in the daily, weekly or monthly sales team reports. For longer sales cycles or repetitive sales for consumable products, ActionWare pays more attention to pipeline management and ongoing account management such as tracking competition, level, size and value of the customer, current status in your sales cycle, key decision maker, etc.

Sales Management covers the typical sales force organization across most industries:

Inside Sales, Outside Sales. Telemarketing/Telesales, Account Management, Channel Management, Key or Major Account Management, etc

ActionWare for Sales Representatives

• Qualify leads quickly and easily.
• Move the prospect through the sales cycle
• Prepare and execute sales proposals, agreements, and contracts
• Forecast potential business for management
• Close sales and generate sales revenues
• Manage territory

ActionWare for Sales Managers

• Analyze account status by representative.
• Monitor Sales Representative effectiveness in YOUR sales cycle.
• Report forecasted dollar amount and timeframe for close of sale
• Respond quickly to requests for special terms or management assistance in key accounts.

Account Activity Handling and Tracking

• Literature sent, mass mail sent, quote sent
• Calls to and from the account (when, by whom, what occurred)
• Current proposals, new business, contracts
• Demos or visits completed

Reporting

• Account listings by rep, territory or product
• Revenue forecasts
• Pipeline status reports
• Activity tracking
• Ad hoc territory listings

Across all these functions within the Sales Team, ActionWare serves as the coordination point for all information known about a prospect or customer, with the notes and history of what has happened since they became an identified lead.

ActionWare is your Customer Relationship Management Sales Tool if you are looking for:

Performance

Convenience

Versatility

Appearance

ActionWare Data Layout 1:

ActionWare Activity Panel:

For more information, please fill call us at 510-595-4700 or email us at sales@actionware.com