The SFA module supports sales to our existing and future (prospect) customers, guiding the user through the customizable sales process.
- Opportunity management (Lead & Opportunity Management): Lead generation opportunities - automatically based on customer interactions
- manually - or following the sales process that has started until the sale.
- Products, offers: The company's product and service portfolio, catalog, descriptions, details, and sales rights related to the products and offers.
- Integrated task management and workflow: Basic CRM and SFA specific task management: lead generation, lead assignment, negotiation process, etc.
- Sales with a jump: During sales, ensuring the jump to the background system depending on the product to be sold. In the case of sales involving several background systems (e.g. cross-sales), starting a workflow and ensuring multiple jumps.
- Forecasts, analyses: Checking and tracking the possible outcomes of started sales processes. Collection of information about the work of salespeople.
- Knowledge base A collection of materials related to sales – sales scripts, brochures, case studies, other supporting materials.