SourceTap's CRM application is a highly flexible Sales Force Automation (SFA) tool that meets both the needs of sales managers and the sales rep.

In addition to standard SFA functionality such as lead, account and opportunity management, Sales Management provides a powerful sales management system to improve a sales organization's productivity, allowing management to plan ahead of economic changes in order to effectively manage any market condition.

It provides sales reps the capability to develop accurate forecasts, seamlessly share information across sales teams, and configure products and services to meet the unique needs of each customer. Its simple user interface is designed to improve sales rep productivity, yet support best practices across the entire sales organization. Sales Management's key features and capabilities include:

  • Improve forecast accuracy - The sales pipeline is continually updated in real time so that everyone in your organization is provided with a clear view, allowing resources to be focused accordingly.
  • Close more deals - Sales process visibility enables each member of your sales team to know precisely what the other teammates are working on, allowing them to collaborate to transform prospects into profitable customers.
  • Shorten and standardize unique sales cycles - Because different channels require different sales processes, Sales Manager allows an unlimited number of unique sales methodologies or sales process to be created. Teams, both inside and outside your organization can effectively work together to close accounts by scheduling events, assigning tasks, coordinating meetings, flagging new opportunities, and updating client files on every account.
  • Enable collaborative and consistent customer management - Real-time, secure access to detailed account data enables you and your channel partners to collaborate with sales, customer service & support, and marketing personnel. With instant access to all communication, including email, notes, calls, resolutions, and more, you can collectively manage customer relationships across your entire extended enterprise.
  • Recognize "big picture" market trends - With SourceTap's flexible reporting system, it's easy to review and analyze sales data, both current and historical, allowing sales management to spot changes in customer behavior or shifts in key market indicators. Armed with a comprehensive contextual view of both past and current events, your sales organization can respond to evolving customer needs and economic conditions.

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