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Sales Force Automation

Ultimate goals of every company are to expand its business, sell more and generate more profit. But with the expansion of a business, it becomes more difficult to manage all aspects of the company's activities and to maintain relationships with customers. This is where eptive can help you with Sales Force Automation (SFA) Software Services.

Eptive’s SFA solution can automate the sales efforts of your company. Generally, sales force automation solutions include management of activities like; Lead, Order Processing, Contact Management, Opportunity Management, Pipeline, Monitoring of Reserves, Sales Analyses and Forecasts.

Since no two companies are the same, sales force automation needs to be tailored to the specifics of the particular enterprise. Eptive can service sales automation solutions from one-man shops to big corporations, to help them manage Sales Cycles and reduce administrative work to increase productivity.

Eptive’s Sales force automation services includes the key activities needed by your sales team like; Lead Management, Opportunity Management, Account Management, Contact Management, Sales Pipeline Management, Sales Forecasting and Sales Analytics.

Lead Management

Sales leads are a vital resource for sales and eptive offers sales teams a full range of lead management functions.

  • Manage leads end-to-end (from creating leads to converting them into opportunities)
  • Capture leads directly from your Web site and transfer to Sales Force Application
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Qualify leads to next stage based on information captured in lead details
  • Convert leads into sales opportunities, accounts, and contacts with a single-click
  • Lead conversion mapping for all the custom fields
  • Create fully customizable lead reports
  • Export leads to spreadsheet software, such as Microsoft® Excel for further analysis

Opportunity Management

Opportunity Management is another important sales function covered by eptive. Opportunities are labeled Potentials in eptive. eptive includes the following features for Opportunity Management.

  • Track all sales opportunities end-to-end in a sales cycle
  • Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
  • Generate quotes, sales orders, and invoices from the potentials
  • Create fully customizable opportunity reports
  • Export opportunities to spreadsheet software, such as Microsoft® Excel, HTML Reports to analyze the sales pipeline and quickly identify the bottlenecks if any

Account Management

  • Track all accounts and related contacts, opportunities, cases, and other details from a common repository
  • Specify parent-child relationships between accounts and their subsidiaries or other divisions
  • Import accounts from external sources
  • Generate quotes, sales orders, and invoices for the accounts
  • Track purchase history of the customers and analyze opportunities for up selling and cross selling
  • Create fully customizable account reports
  • Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
  • Attach customer-specific documents to accounts for a quick reference in future

Contact Management

  • Track all contacts and related opportunities, cases, activities, and other details from a common repository
  • Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
  • Import contacts from external sources
  • Synchronize contacts with Microsoft® Outlook®

Activity Management

  • Add all important customer-related e-mails for quick reference in future
  • Store all the details of customer meetings and calls in an intuitive calendar
  • Manage daily tasks of the Application users to have a streamlined sales process

Reports and Dashboards

  • Reports for sales force automation
  • Sales pipeline analysis by stage
  • Monthly Sales pipeline analysis
  • Sales opportunities by lead source
  • Drill-down the dashboards by time and opportunity stage