Sales Force Automation Functions & Features

The Sales Force Automation Functions & Features comprise the following elements:

• Account and Contact Management

  Main modules below cover Contact (People) Management;Commercial Account Management;. Account and Contact Management, Sales Force Automation Functions & Features

• Activity Management

  Main modules include Activities can be scheduled for specific dates with specific begin and end times;To-do activities or tasks can be scheduled with specific due dates;Scheduling and management of recurring activities;Daily, weekly, and monthly calendar views;predefined list views of open, closed and overdue activities or tasks;In addition to the account record, each activity can be associated with at least two additional data record types (contact, case, opportunity, etc.);. Activity Management, Sales Force Automation Functions & Features

• Contract Management and Creation

  Functionality covered Contract Creation;Contract Management;. Contract Management and Creation, Sales Force Automation Functions & Features

• Partner Management

  Partner management is also refered to as partner relationship management (PRM). A partner is someone or an entity that works in association with someone else towards a common goal. PRM includes different tools and strategies to manage the communication between companies and their partners. Partner Management, Sales Force Automation Functions & Features

• Project and Team Management

  It includes Project Teams and Member Reassignment;Project Management;. Project and Team Management, Sales Force Automation Functions & Features

• Sales Process Management

  Modules covered Automatic maintenance of the "probability percent" (of closing the deal) based on the opportunity "Sales Stage" field value;Configurable "rules-based" selling process workflows that can automatically send e-mails, letters, faxes, or execute other activities;Configurable "rules-based" selling process workflows that can automatically update opportunity record data fields;Configurable "rules-based" selling process workflows that can automatically schedule and assign each selling step or activity in a sales process;. Sales Process Management, Sales Force Automation Functions & Features

• Quotes and Proposals

  It includes Proposal and quote template library maintenance;Generation of custom proposals and quotes using predesigned templates;Automatic creation of proposal and quote revision history records;Support for multiple currencies;Electronic copies of actual quotes and proposals can be associated with opportunity data records;. Quotes and Proposals, Sales Force Automation Functions & Features

• Territory Management, Team Selling, and Member Reassignment

  Modules covered Sales territory administration, analysis, and maintenance;Sales territories can be organized based on geography, industry, product, or other customizable criteria;Automatic opportunity record assignment to appropriate sales professional based on user-definable rules;Automatic notification of the new opportunity to the assigned sales professional;Automatic scheduling of a follow-up activity to the assigned sales professional;Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another;. Territory Management, Team Selling, and Member Reassignment, Sales Force Automation Functions & Features

• Sales Forecasting Management

  Functionality covered Pre-configured sales forecast home page and data records;Sales quota management with configurable enterprise level roll-ups;Predesigned quota versus forecast reports and/or analytics;Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups;Sales forecast management with configurable enterprise level roll-ups;Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.);. Sales Forecasting Management, Sales Force Automation Functions & Features

• Internet Sales

  Modules covered Customer self-registration for login and password assignment and profile setup;Customer account and profile maintenance;Personalized one-to-one product recommendations are displayed to each customer;Up-sell and cross-sell recommendation engine;Product selection from an online product catalog;Real time access to product price and availability information;. Internet Sales, Sales Force Automation Functions & Features

• Sales Lead Management

  Main modules include Pre-configured leads home page and data records;Quick access to recently created, modified, or viewed lead records;Pre-configured lead list views (lead record subsets based on user-definable filter variables);A "quick create," "clone," or "save as" function (so that new leads can be created with minimal input);Multiple lead data record "layouts" can be defined to handle leads with different processes and data needs;A workflow engine is available to help implement "best practice" lead management activities;. Sales Lead Management, Sales Force Automation Functions & Features

• Opportunity Management

  Major modules covered Pre-configured opportunities home page and data records;Quick access to recently created, modified, or viewed opportunity records;Pre-configured opportunity list views (opportunity record subsets based on user-defined filter variables);A workflow engine is available to help implement "best practice" opportunity management activities;Automatic assignment of probability percent of closing the deal based on the opportunity "Sales Stage" data field value;Opportunity data records can be associated with (hyperlinked to) the campaign records that spawned them;. Opportunity Management, Sales Force Automation Functions & Features