Sales Pro

Sales Force Automation

Overview

Sales Pro provides any industry sales team (either an in-house department or outside sales contractor) with an efficient methodology for sales, installation and collections of new or upgraded customers.  It will allow for sales force automation by tracking information about sales activities from the identification of leads to the close out of the installation.  Sales Pro can also be used effectively for collections and customer retention activities.

• Helps resolve inconsistent sales processes and tools
• Helps resolve hand written sales orders
• Helps resolve inability to track productivity
• Helps resolve commission calculation difficulty

Advantages

• Increased ability to assign and track progress of leads
• Real-time digital data allows expedited payout of commissions
• Automated tool to assist lead follow-up
• Reduced time in office
• Consistent productivity tracking, reliable
• Customer signature capture and mobile printed receipt capability
• Integrated with Monitor

Features

• Identify leads
• Create sales route from leads
• Assign route to sales
• Gather sales information – uses Motorola MC75, HTC Touch Pro 2, or other devices including handheld devices, tablets, and laptop computers
• Create sales order – eliminates hand written sales order forms
• Schedule Install – or do an instant install
• Collect install information/Collect payments – allows for entry of installation data
• Print customer receipts – can print a signed customer receipt
• Report(s) on sales and installs

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