PowerHelp for Sales Force Automation

PowerHelp for Sales Force Automation allows your
business to track prospects from the initial marketing campaign throughout the sales pipeline. The ability to have real-time sales statistics with quick access graphs for easily accessible contact information is critical to your sales team's ability to forecast and close new business.

PowerHelp® is an end to end customer relationship management solution. The PowerHelp® Sales Force Automation (SFA) combines best-in-class software with industry best practices. Your enterprise needs simple, streamlined processes and must entail tools such as XML entity architecture and web services to integrate with your current ERP and financial systems.

PowerHelp for Sales Force Automation can provide a personalized sales process. If you are effective in managing each phase of the contact cycle, you can later reap the benefits of customer satisfaction and top-line growth.

PowerHelp® Sales Force Automation Features:

  • Provides Seamless Sales Tool with PowerHelp for Customer and Field Service
  • "Portal" or "Dashboard" views for multiple personnel levels
  • Customer and Contact history and transaction data
  • Pipeline Management
  • Competitive Analysis Repository

Out of the Box Functionality:

Add On Modules:
  • Forecasting/Sales Projections
  • Performance View (YTD, QTD, MTD, etc.)
  • Pipeline/Lead Management
  • Multiple Mail Merge Options
  • Email Archiving
  • Account/Contact/Opportunity Management
  • Task Management
  • Calendar, Events, To Do's Alerts
  • Quote/Proposal Tracking, Price List
  • Marketing/Product Literature Library
  • Reports (sales activities and effectiveness)
  • Event Management Portal
  • Blackberry and Pocket PC Options
  • MS Exchange Synchronization
  • Single Sign On
  • Active Directory Integration
  • Contract and Warranty Management
  • Scheduling & Dispatching
  • Customer Self Service Portal
  • Knowledge Management