Sales Force Automation
Territory Tracking, Assignment and Lead Routing
|
 |
|
Effective sales territory tracking and assignment, as well as lead routing, are the hallmarks of an efficient sales organization. But at many companies, sales managers rely on spreadsheets, or outdated homegrown software, to track and assign leads. As a result, they waste countless hours entering data when they could be focusing on increasing sales.
NetSuite's services companies industry solution lets you manage your leads and prospects from the first capture to the close of sales with efficiency and integrity. With NetSuite's sales force automation software, sales managers finally have the sales tracking tools they need for the day-to-day management of leads. Additionally, NetSuite SFA software makes it easier for managers to re-align territories according to the changing needs of their organization.
|
- Automated lead processing and sales territory management eliminate the need to drill down into each individual record, saving time, money and energy.
- Assign leads based on the business rules you set, eliminating conflict over which sales person owns which lead or territory.
- Instant e-mail notification increases the chances that sales reps will follow up with customers quickly, leading to better service and more closed deals.
|
|
|
|
- The powerful lead routing engine enables you to set up complex business rules according to multiple criteria, including: geography, product area, vertical industry, or timing. You can then apply those rules to your territories.
- Capture leads automatically from your website via online forms, import them from purchase lists, or enter them manually.
- Activity reports provide productivity analysis of all sales interactions, including phone calls, tasks, meetings and notes.
- Territory re-alignment options enable you to re-assign territories as needed.
- E-mail notification ensures that sales reps receive new leads in real time, decreasing delays when following up with customers and shortening sales cycles.
- Automated mass updates of leads and territories enable changes on a global level.
|
|
|
|
