Sales Force Automation

Customer Relationship Management | Education & Schools | Manufacturers Reps | Manufacturers | Non-Profits & Fundraising | Sales Force Automation

Sales Force Automation	Sales Force Automation (SFA)
Whether your sales reps are independent or direct, inside the office or out you need to get them the information they need to successfully complete a sale. Likewise, you need to get information back from that sales rep on their activities with customers. Coordinate your sales efforts, be successful, appear (and be) more organized and professional with your customers. Use these features of MRSware to accomplish your goals: Campaigns Track marketing events and sales campaigns to determine effective. Track attendance at events and recipients of mailings. Determine the effectiveness of campaigns by comparing the opportunities gained (Opportunity Tracking), sales/donations made (Invoices/Donations), and expenses incurred (Expense Reports). Opportunity Tracking Also known as a sales funnel, the opportunity tracking features of MRSware allow users to track progress on sales leads, new or existing opportunities, bids, etc. Internal staff can push leads out to the field sales organization. Field sales reps can update details and deal positions for management review. Managers can forecast revenues based on closure percentages, deal positions, and likeness of successful closing. Expense Reports Users can submit expense reports and track expenses. Managers can reject expense reports or individual expenses on a report (and occasionally approve them too). Designate a person to pay expenses. The expense reports feature also ties into Campaigns and Opportunity Tracking to provide users insight into the effectiveness of marketing and sales activities. Customer Listing Track account numbers, sales rep assignments, split rates, sales totals, and customer contact information all from one interface. Easily search for distributors or end users by contact category, address information, sales rep, etc. Quickly sort and filter to see top-10 lists, customers by geography, and much more. Sales Rep Management Define your sales team and hierarchy for use in MRSware. Setup your company's sales structure by Territory, Selling Group, or individual Sales Rep. Define split rates for commission payment. Assign user accounts to their respective part of the sales organization. Invoices and Commission Payments Enter or import invoices from the manufacturers you represent. Quick invoice entry allows for fast input of the most important details from invoices or manufacturers' reports. Full details can be entered for line item tracking. Import invoices from manufacturers' spreadsheet reports. We will work with your manufacturers to help them provide your invoice details in an electronic, importable format. Principal Summary The Principal summary screen allows for users to quickly review the lines they represent and drill down into Customer, Invoice, and Payment information for those principals. Product Catalog The product catalog shows information on products being sold including manufacturer, product number, description, unit type, and prices.
Combine the above sales activity related modules with the common functions of a Customer Relationship Management system to complete your in- and out-of-office communications solution: Calendar Companies Contacts Journals Tasks FileShare E-mail	Add Reporting & Data Analysis features for each user to access, interact, and manipulate data in their own way to see exactly what they need: Reports Customer Sales by Rep Customer Snapshot Sales Opportunity Forecast Sales Rep Commission Statement Data Analysis Campaigns Analysis Sales and Commissions Analysis
Download the MRSware client with access to our Demo installation to get a better idea of the data that can be shared in your organization. While you're there, try the reports and data analysis. If you would like a guided tour or have questions, contact us.