SALES FORCE AUTOMATION
What factors influence why customers purchase your goods and services? Who are your most profitable clients? Being able to answer these questions helps set companies apart and gives them the competitive edge. To succeed, you must have complete control over your sales processes and resources, and access to critical real-time sales information whenever and wherever you need it. ACCPAC CRM delivers on all fronts.
SALES FORECASTING
ACCPAC CRM includes Sales Forecasting as a standard feature, allowing sales users to provide forecasts and historical reports to their managers on an as-needed basis. Forecasts roll up throughout the organization and managers have the ability to add their own assessments to the forecasts of their direct reports.
ACCOUNT AND ACTIVITY MANAGEMENT
ACCPAC CRM provides the tools to manage and analyze all current and historical account details — enabling you to easily identify and recruit new clients, and resell to existing ones. Easily manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world. Sophisticated workflow features provide automated sales processes to guide salespeople through proven selling methods. Additionally, ACCPAC CRM is easily configured to automatically trigger literature fulfillment, follow-up appointments, callbacks, daily tasks and much more!
SALES CYCLE MANAGEMENT
ACCPAC CRM gives you a snapshot of your sales cycle from first contact to final sale, allowing you to effectively analyze and manage the sales pipeline. As a result, you’re able to assign a probability of closing the sale at each stage of your business sales cycle; by defining each stage, sales staff and management are provided with real-time rolling forecasts and pipeline analysis. Detailed reporting ensures that time and energy are spent on the deals most likely to close. With ACCPAC CRM, you can automate the escalation and reassignment of communications and tasks at any stage of the process, so that the employee most qualified to handle the situation addresses your clients’ needs. By providing detailed information at every stage of the sales cycle, ACCPAC CRM is designed to get the right information to the right people, right away.
TIME MANAGEMENT
ACCPAC CRM has a positive impact on time management and business performance. Onscreen reminder notifications alert you about pending tasks while filter and sort options allow you to manipulate onscreen data to individual preferences, thereby enabling efficient delivery of information.
SALES FORCE MOBILIZATION
Keeping mobile sales professionals connected and “in the know” is one of the greatest challenges for companies. With ACCPAC CRM, you have on-the-spot access to the resources you need to close every sale. While traveling, you can access all aspects of the CRM system from PDAs, WAP-enabled cellular phones, laptops or other mobile devices. And when you’re online, the Web client provides a real-time link to ACCPAC CRM data, providing up- to-the-second information about your customers and business.
SOLO SERVER
ACCPAC CRM Solo lets you exploit the benefits of CRM even when you are offline. Easily set up and maintained from within ACCPAC CRM, the Solo utility provides full support for mobile users, including synchronization of laptop computers with data from the central database at the office or via the Internet. Changes made to “mobile copies” of the database are immediately synchronized back to the main database the next time you’re online.
GRAPHICAL ANALYSIS AND REPORTING
ACCPAC CRM provides point-and-click reporting and graphs for sales teams to access data when making on-the-spot analysis and decisions. With ACCPAC CRM, you’ll always have the real-time information you need, in the format you want (for example, HTML, Adobe® Acrobat®, Comma Separated Values or Microsoft Excel). Start by evaluating new leads, quoted clients, demographics and potential deals in the pipeline, then analyze your sales efforts and use that knowledge to refine your strategy.
Graphical forecasting and reporting features filter data any way you choose. Use system default reports or easily create new reports with a reporting wizard that walks you through the process, prompting you to select where and how you would like to see the data. Now you can analyze trends and evaluate historical data to see what’s working and adjust what’s not.
