Territory management top^
Define, track and change territories based on geography, products
or other criteria. Automatic lead assignment and tracking top^
OpenBOX SFA provides complete territory and lead assignment
and tracking capabilities. Using a customizable form,
each lead can be automatically assigned to the appropriate
rep and tracked at each phase of the sales cycle.
Detailed contact information management top^
All account information including address, contacts, notes,
activities, quotes and POs/invoices is available in one
place for easy reference. Sales reps can access the complete
account history (including an audit trail) at the touch
of a button.
Forecasting and opportunity management top^
Specify a dollar amount and associate a probability for
each pending lead. Attribute probabilities automatically
based on the stage in the sales process. Sales reps will
never have to fill out a forecast report again. Know
what the pipeline is worth at any point. Run forecast
reports for an individual rep, sales manager or the entire
sales force. Filter the funnel based on various probabilities.
Enforces business process rules top^
Define business rules and monitor them 24x7. For example,
if a lead has not been followed up, it can be reassigned,
a reminder or alert can be sent to the rep or manager.
Define workflow to help reps manage sales process more
effectively top^
Define steps inherent to your sales process to help reps
move leads from one phase to the next in the sales cycle.
Sales tools for improved productivity top^
Create and print quotes, invoices or e-mails. Sending prospects
alternative quotes based on various scenarios is quick
and easy. A complete document library containing the
latest marketing literature and templates is available
for lead fulfillment.
Identify cross-sell and up-sell opportunities top^
Create and run queries to identify possible cross-/up-selling
opportunities within existing customer base. Use the
Marketing Campaign Management module to run and track
the success of campaigns that address these opportunities.
Full MS Outlook integration top^
OpenBOX SFA seamlessly integrates with MS Outlook to maintain
one central calendar and activity schedule. Access Outlook
e-mail, compose and send messages from your browser within
the OpenBOX SFA application. Export and import contacts
and activities to and from Outlook.
Comprehensive analytics top^
OpenBOX SFA includes several pre-configured queries and
reports. Creating and running queries and reports is
easy and requires no help from the IT department. Reports
can be rendered in text format or in colorful graphics,
including trend lines, bar and pie charts.
Wireless access top^
With OpenBOX mobile SFA (add-on module), sales personnel
get up to the minute information using a Palm handheld
or a WAP (wireless access point) enabled cell phone.
Critical information is accessible anywhere, anytime.
Sales reps can work on laptops while on the road and
later connect to the server and synchronize information.
Enable team-oriented, process driven sales top^
OpenBOX SFA provides the flexibility to define your sales
process from concept through implementation and an easy
interface to work a lead through that process. A sales
team can collaborate across geographic and functional
borders to close a sale.
Easily customize, configure, and integrate into existing
corporate infrastructure top^
Configure, customize and integrate the OpenBOX Enterprise
Solution to match existing workflow. Customize views by
setting up dashboards and gadgets. Access favorite queries/reports
using a submenu. Add new fields, create tables and design
forms to suit individual needs.
Add on Marketing Campaign Management,
Order Process Management, and
Customer Help Desk, Project
Management and Partner Management modules for a complete
enterprise solution top^
The OpenBOX Business Suite offers a powerful, complete
enterprise solution that manages business processes from
end to end. Additional modules can be easily integrated
and configured at any point in time.
Fast deployment top^
Easy to customize and intuitive to use, OpenBOX solutions
can be up and running in days.
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