Features

Integrated Tools for Sales Force Automation

Drive sales activity with a CRM solution with integrated tools specifically for sales and related sales activity.  With Tradepoint, companies using a direct sales channel will have numerous options for Customizable Sales Force Automation tools to address specific sales force automation needs. Tradepoint uses combination of tools work together for an integrated approach to sales force automation. 

Work Center Dashboards & Shaping User Profiles

Sales activity is all about expanding a customer base. To do that a sales force needs a spring board for easy access to ongoing actions, and the capability to go from a quick overview to sales actions easily. Tradepoint's Work Center and Flyout provide an ideal springboard for a multitude of sales related actions. Reminders and alerts serve as the alarm clock for action items coming due including Quotes, RFQs, Calls and Flagged Email so a direct sales force can continue prospecting and filling their pipeline with activity.

  • User based profiles with adjustable tools within a Work Center Dashboard and Flyout Panel
  • Reminders with a Snooze button option with different timers for events
  • Drill down tools for easy access to in-depth information from the Work Center
  • Quick Reports for Flyout Panel options
  • Right click tools for easy completion of action items
  • Hover over tools for easy viewing of contact information
  • Customizable Employee preferences for Email, Schedule and profile information

Communications & Pipeline Activity

Sales momentum is achieved through multi-tasking with several activities consistently including generating consistent prospecting activity, lead creation, managing the stream of communications and being able to acquire new and returning customers in as timely a fashion. Managing communications and pipeline activity is key to maintaining sales momentum.

With Tradepoint a set of tools encompassing contact management, dashboards, reminder panels, a dynamic Schedule and email with IMAP, Exchange Server support and push capabilities for Blackberries and Smartphones. The combination provides a complete solution to competently handle communications and pipeline activity for a sales force.

  • Email that Synchronizes with outlook or stands alone
  • IMAP, POP3 and Exchange Server Support for Email
  • Push features for Email for Blackberries and Smartphones
  • Data Import tool for easy importing of contacts
  • Alerts and Reminders for Calls, Emails, and Tasks
  • Dashboards with live reminders and alerts for events as they are due
  • Customizable Quote templates with support for more than one template
  • Email Quotes with one click feature

Tracking Opportunities

Tracking prospecting activity within a consultative sales process is a detailed process since the structure of the relationship is often tied closely to the product a client is acquiring. Being able to track projected contract amounts and changes in an expected contract, stages of a sale and events that need to happen at each stage of a sales process.

Companies with direct sales forces using a consultative sales structure will appreciate the integrated tools built into Tradepoint for Opportunities tracking integrated into a Leads account as the activity happens. Opportunities includes a number of integrated tools to create an event driven Opportunities tools for sales forces driven by a Consultative Sales structure.

  • Customizable Categories and Stages with integrated Event Management tools.
  • Support for generating  Tasks for existing Opportunities
  • Support for Appointments created from an Opportunity
  • Support for multiple Opportunities for each contact
  • View history of an Opportunity
  • Upload, Create, or Scan in documents for each Opportunity
  • Assign multiple Personnel to an Opportunity
  • Estimated and actual closing dates can be entered to tracking time lines

Reporting Tools

Tradepoint provides two types of reporting tools. Action based reporting is integrated with every action you perform within Tradepoint. This means every Request for Proposal, Quote, Order, Invoice, Purchase Order and  so on generates a report and provides support for multiple reports if additional templates are customized from the default template in Tradepoint. Action based reports can also be Division specific for companies who have more than one Division creating a software environment specific to the role and company of its users.

View activities easily through our My Business section of reporting. My Business contains dozens of reporting templates on all aspects of your information within Tradepoint. Specific reports and/or groups of reports can be enabled through a users security profile for role based tools. My Business is the easiest way to look at your activity and be able to drill down into a specific action directly from a report if necessary. Additional functions and tools are integrated making it easier to take action with reporting information easily accessible.

  • Customizable reporting capability based on user security access
  • Support for Email function from print preview screen
  • Support for Export tools for Word, PDF, Excel, CSV, HTML and Text based files from print preview screen
  • Save feature for saving reporting preferences
  • Integrated Search tool for creating specific types of reports
  • Drag and Drop tools for fields within reports for customizing appearance of information
  • Pivot fields within profitability reports for sales activity
  • Support for viewing profitability for sales activity reports

To download a Product Data Sheet on the latest features available in Tradepoint Enterprise click here.