Sales Management
Manage sales pipeline, track emails and calls, plan tasks. With eWay-CRM in Outlook.
TRACK SALES DEALS FROM ALL SOURCES
- Created as a product of marketing campaigns.
- Converted from incoming e-mails.
- Entered manually either from telemarketing, online advertisments, recommendation etc.
- Inserted automatically from web forms (through eWay-CRM API).
AUTOMATE SALES WITH WORKFLOW
- Use your company best practices to turn business opportunities to projects effectively.
- Generate tasks automatically to save time and effort.
- Make sure sales reps enter vital data by making some information recommended or mandatory.
MANAGE YOUR SALES OPPORTUNITIES
- Create a quotation in just a few clicks directly from your pricelist.
- Export it and create a quotation using company template.
- Attach all important e-mails and telephone calls.
- Use integration with Outlook calendar to plan your meetings with the customer.
QUICK AND ACCURATE OVERVIEW ON COMPANY SALES
- Where do my sales reps spend the most time?
- What is their success rate?
- Why are customers choosing competition over us? Statistics by rejection reasons.
- Goals – turnover and profit.
- Substitutability of sales reps.
- Data is available to everyone who needs it.
