Sales Workforce Automation

CSRAnywhere

This Internet-enabled module will provide your mobile sales workforce with the ability to efficiently manage leads and quotes in real-time. Leads may be generated by field technicians, back office personnel, and customers (via the Web Client Interface). “Ticklers” (escalation events), documents and authored notes may be attached to leads. Supports ReportAnywhere.

Quotemaster

This module will enable your sales personnel to easily generate quotes which include multiple options. When the customer approves the quote, both a work order and purchase order(s) can be automatically generated at the discretion of the user. Quotemaster will also support Escalation Management to ensure efficient workflow and customer satisfaction.