Full-featured, integrated customer relationship management (CRM) and salesforce automation (SFA)
onebiz’s Sales & Customers application empowers small businesses to:
- Track accounts, prospects, leads, goals, and opportunities
- Manage customers with scheduled tasks & notes
- Manage salespeople and increase their efficiency
- Generate real-time forecasts and activity reports
- Import existing accounts and contacts
Sales and revenues are often synonymous and obviously a main concern of a growing business. This technology allows an individual salesperson to be more efficient and effective and proves invaluable as the number of leads and salespeople grow. Also, successful leads turn into customers and keeping customers coming back for more is a lucrative business proposition that demands attention.
Features & Benefits
The Sales & Customers (SFA/CRM) application is a powerful product designed to allow companies to effectively manage their sales leads and customer base. By tracking leads, prospects, and customer support, a company can efficiently and securely follow a customer throughout their lifespan while achieving excellent customer service and response times.
Sales & Customer Reps:
The Sales & Customers application gives sales professionals the opportunity to organize and simplify the sales and customer support process. With its comprehensive account management system, users can track a wealth of information about each prospect or customer. This includes everything from follow-up dates to where a customer is in the pipeline.
Business Owners/Managers:
Managers and business owners can easily access information to evaluate the performance of each sales and customer representative. A fully comprehensive reporting system is integrated into the application, allowing managers to view anything from what their daily tasks are to pending opportunities, daily progress, forecasts, time spent on accounts, relationship roles, open tasks for customers, and much more.
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