Sales Process Management Functions & Features

The Sales Process Management Functions & Features comprise the following elements:

• Automatic maintenance of the "probability percent" (of closing the deal) based on the opportunity "Sales Stage" field value

  The probability percent is the chance that a deal will be closed at each sales stage (new opportunity; initial contact; customer qualification; negotiation;and close). As each stage passes, there is a greater chance that the deal will be closed. The software should automatically calculate and update this percentage based on value in the Sales Stage field. Automatic maintenance of the "probability percent" (of closing the deal) based on the opportunity "Sales Stage" field value, Sales Process Management Functions & Features

• Configurable "rules-based" selling process workflows that can automatically send e-mails, letters, faxes, or execute other activities

  The sales process can also be described as a workflow, where certain tasks are repeated. Each task is governed by certain business rules which will determine the next action. These actions may include sending out e-mails, letters, faxes, or executing other activities. The software can be programmed to automatically perform the tasks when the rules are met. Configurable "rules-based" selling process workflows that can automatically send e-mails, letters, faxes, or execute other activities, Sales Process Management Functions & Features

• Configurable "rules-based" selling process workflows that can automatically update opportunity record data fields

  A rules-based system allows certain activities or actions to be triggered via alerts or warnings if certain conditions are (or are not) met. In this case, users can create a set of rules which will update an opportunity in a record. The possibility to make a potential sale is called an opportunity. Configurable "rules-based" selling process workflows that can automatically update opportunity record data fields, Sales Process Management Functions & Features

• Configurable "rules-based" selling process workflows that can automatically schedule and assign each selling step or activity in a sales process

  A rules-based system allows certain activities or actions to be triggered via alerts or warnings if certain conditions are (or are not) met. In this case, users can create a set of rules which will assign or schedule something, such as a live meeting, or product demonstration, to a sales step. Configurable "rules-based" selling process workflows that can automatically schedule and assign each selling step or activity in a sales process, Sales Process Management Functions & Features