Control your pipeline
- Monitor the progress of the sales cycle by salesperson or by stage
- Promote prospects into customers in Sage BusinessVision
- Track all communication with a prospect including, Calls, Appointments, Emails, Quotes and much more
- Generate, e-mail, store and transfer quotes into Sage BusinessVision as easy as clicking 1 button
- Saves valuable time by reviewing prospect status without having to remove staff from the field for endless sales meetings.
- Close deals faster by centrally tracking key deal information.
- Enable more effective team selling with team-based ownership.
- Create and monitor customized offers and pricing for each opportunity.
- More effectively position against the competition with seamless competitor tracking.
- Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
- Streamline proposal creation with embedded document management capabilities.