Features

CONTACT MANAGEMENT

SalesPro CRM contact management system will enable you to effectively input, organize and quickly retrieve relevant information from anywhere in the world.

• Quickly capture & edit all relevant information for every new or existing contact.
• Search contact via company, first name, last name, phone number or email address.
• Permission based client information sharing with other users.
• Assign new or existing contacts to any member of your team.
• Access and update contact from virtually anywhere in the world.

PEOPLE TRACKER & LIVE PRODUCTIVITY DASHBOARD

Automate your entire sales process even off-site workers anywhere in the world with our real time tracking overview. Manage productivity, tasks, opportunities and sales as they happen live. Keep your sales process on track and on time.

• Easily manage your sales team wherever they are with real time tracking
• Milestone tracker easily customized to any sales cycle or goal based scenario.
• Forecast sales accurately determining probability of closing projected profit etc.
• Track a rep task completion with email reminders and alerts.

CALENDAR

Keeps your entire team organized all in one place. Book out company resources or facilities, quickly view upcoming events or meetings, travel schedules etc.

STAND ALONE INTERNAL EMAIL CLIENT

Accurate reporting allows you to evaluate performance and take actionable steps towards improvement in all areas of Sales and Customer Service to Marketing.

SALES PIPELINE & FORECAST

Generate accurate sales forecasting based on historical and upcoming sales opportunities.

• Determine a time line for when deals are expected to close.
• Spot market trends as they begin to emerge
• Improved inventory management

TASKS & ACTIVITIES

Manage any tasks from creation to completion with on screen alerts and email reminders so nothing falls through the cracks.

• Most important daily tasks are displayed upon user login.
• Track a rep task completion reminder and alerts.
• Individual and team task management.

LEAD MANAGEMENT

Track your leads from first contact to closing the sale. Assign leads to specific reps or create open lead pools for reps, territories, groups etc. Identify the lead source to focus your marketing and lead generation efforts.

REPORTING ON COMPANY PERFORMANCE

Accurate reporting allows you to evaluate performance and take actionable steps towards improvement in all areas of Sales and Customer Service to Marketing. Create an infinite number of reports based on the criteria most important to you.

MILESTONE TRACKER

Keep your sales on track and on time by implementing a consistent sales process. A fully customizable sales roadmap allows everyone to adopt the same winning formula. New hires are brought up to speed faster and more efficiently with best practices being transparent and achievable.

• Easily customized to any sales process or goal based scenario.
• Quickly identify weaknesses within your sales process.
• Provides insight for proactive sales training.

STREAMLINE CUSTOMER SERVICE

Effectively handling customer service issues is a key component in ensuring long lasting relationships. SalesPro CRM allows you to streamline the process and protocols to ensure customers are being handled in accordance with company policy.

• Customized service procedures
• Increased customer loyalty
• Monitor CSR response time