ACCPAC CRM SalesTeam makes a
perfect starting point to a cost-effective and complete CRM system. Built on
leading-edge technology, ACCPAC CRM SalesTeam is a completely Web and
wireless-based solution for managing, forecasting and reporting through all
phases of the sales cycle. ACCPAC CRM SalesTeam allows your sales teams and
partner channels to access critical, real-time sales information anytime –
from anywhere. Integration with ACCPAC accounting solutions provides a single
point of access to customer information from within ACCPAC CRM SalesTeam.
Account and Activity Management
ACCPAC Sales Force Automation
provides the tools to manage and analyze all current and historical account
details and activities. You can easily manage multiple accounts and
opportunities, and automatically distribute leads to sales professionals around
the world. The sophisticated sales workflow guides your salespeople through
predetermined business processes. This feature also allows you to set automatic
triggers for literature fulfillment, follow-up appointments, callbacks, daily
tasks and more. By analyzing available information, you can more easily recruit
new clients and resell to existing ones.
Sales Cycle Management
ACCPAC CRM SalesTeam Sales provides
an in-depth analysis of the sales cycle from first prospect to final sale, and
for every step in between – allowing sales teams to effectively analyze and
manage the sales pipeline. You can assign a probability of closing the sale at
each stage of your business cycle; by defining each stage, your sales staff and
managers are provided with real-time rolling forecasts and pipeline analysis. To
ensure the appropriate employees address your clients' needs, ACCPAC CRM
SalesTeam allows you to automate the escalation and re-assignment of
communications and tasks at any stage of the process. For example, ACCPAC CRM
SalesTeam can determine that a particular deal has a 70 percent chance of
closing, and can immediately reassign this deal to your "closer." By
providing detailed information at every stage of the sales cycle, ACCPAC CRM
SalesTeam guarantees the right people get the right information – right away.
SOLO Server
SOLO Server is an interface that
allows users to synchronize data after working offline. Easily configured and
maintained from within ACCPAC CRM SalesTeam, this utility allows synchronization
of data from the central database at the office or via the Internet. With the
simple push of a button, the synchronization uploads and downloads data –:
including updating documents to the ACCPAC CRM SalesTeam Document Library. SOLO
Server also provides your sales personnel a synchronization tool to keep the
data they need when a network or wireless device is not available.
WAP Solution – Mobilize to Make
Every Sale
With ACCPAC CRM SalesTeam, your
sales team has on-the-spot access to the resources they need to close every
sale. Users can access all aspects of the system from a Wireless Application
Protocol (WAP)-enabled cellular phone or other WAP device, such as a personal
digital assistant (PDA). Even without a cable or phone connection, your team can
access pertinent real-time information via a WAP device. Plus, your sales staff
can easily work offline by using their WAP device with the SOLO synchronization
utility, which enables the system to automatically synchronize the changes when
they reconnect.
Computer Telephony Integration
ACCPAC CRM SalesTeam combines a
fully integrated CRM component with interactive inbound and outbound telephony
automation. Contact centers are provided access to the same single point of
communication shared by the rest of the enterprise. A customer's complete CRM
history – including fax, personal visits, phone and e-mail – is viewed
through automated "pop-up" screen functionality that gives support
staff an enterprise-wide view of the customer. Full on-screen auto-dial and
phone functionality allows your staff to perform necessary tasks through the
system interface rather than through the phone system. ACCPAC CRM SalesTeam CTI
provides full integration to all standard third-party telephony software,
leveraging existing automation such as call escalation, routing, call queuing
and reporting functionalities.
Graphical Analysis and Reporting
ACCPAC CRM SalesTeam lets you
analyse trends and evaluate historical data to see what's working and adjust
what is not. Point-and-click reporting and graphs provide sales teams with
on-the-spot access to data for analysis and evaluation. Start by assessing new
leads, quoted clients, demographics and potential deals in the pipeline, then
analyse your sales efforts and use that knowledge to refine your strategy. For
example, graphical forecasting allows you to filter and report data by account
manager, region, opportunity and probability – 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 the data you would like to
see and where you would like to see it. With ACCPAC CRM SalesTeam, you'll always
have the real-time information you need.
Web Self Service
ACCPAC CRM SalesTeam Web
Self-Service provides customers with 24/7 access to account information and
sales support over the Web. Customers can receive information based on their
preferences, requests and histories – this provides them with a single point
of contact for information about your company and products. Web Self-Service
allows your channel partners to access shared workflow, lead-tracking,
inquiries, invoices and customer information.
Integrated with ACCPAC Advantage
Series Accounting Software
ACCPAC CRM SalesTeam seamlessly
integrates with ACCPAC Advantage Series, providing access to vital back-office
data and customer information. Its bi-directional data transfer avoids redundant
data entry by keeping both systems up to date. Transactional and statistical
data in your back-office system is viewed in real time by ACCPAC CRM SalesTeam
– so you know the information you're seeing is up to date. ACCPAC CRM
SalesTeam also allows point-and-click promotion of prospects to customers –
automatically creating new customer accounts in your ACCPAC Advantage Series
Accounts Receivable module.
Thin Client Architecture
A browser-based application built
on thin client technology, ACCPAC CRM SalesTeam provides rapid deployment,
efficiency and cost effectiveness. Installed on a single server, ACCPAC CRM
SalesTeam eliminates the need for unpredictable and costly client installations,
configurations, upgrades, customisations and the costs associated with them.
Thin network-designed ACCPAC CRM SalesTeam Web pages and graphics are
considerably smaller in size than standard Web pages, allowing faster access
even over a slow connection. With ACCPAC CRM SalesTeam, a Web browser and
Internet access is all you need to access the entire solution – anytime,
anywhere.
Automated Process Workflow
With ACCPAC CRM SalesTeam Workflow,
businesses can automate predetermined business rules across sales channels,
departments and employees. ACCPAC CRM SalesTeam helps to assess and design
workflow by providing graphical views of the process and its development
patterns. In combination with e-mail integration, Workflow ensures that actions
requiring attention or escalation are automatically being routed to the
appropriate employees or partners. With ACCPAC CRM SalesTeam, employees can be
confident that issues will not fall through the cracks and they can spend more
time doing what they do best – SELL.
Customizability
ACCPAC CRM SalesTeam provides
customisation tools that allow businesses to rapidly modify all aspects of the
system. Its open architecture greatly reduces development and maintenance costs
and allows seamless integration with other mission-critical applications across
your enterprise. With easy-to-use on-screen tools, managers and administrators
can create and modify fields, screens, tabs, tables, views, scripts and security
settings "on the fly." This customisation functionality makes
user-specific modifications to data and interfaces quick and simple – and
allows ACCPAC CRM SalesTeam to be easily adapted to your business requirements.
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