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, and Purchase Order generates a
report and provides support for multiple reports customized. 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.
The second reporting tool is found through our My Business section of
reporting. My Business contains dozens of built in reports on all aspects of
your information within Tradepoint. 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. Print and email options are available for all reports.
- 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
Tradepoint is sold through a Reseller network. Click here to
find a Reseller closest to you.
To learn more about more features Tradepoint Enterprise can offer
your business click
here.