Integrated Tools for Direct Sales
Drive sales activity with a CRM solution with integrated tools specifically
for sales and related sales activity. With Evolution, companies using a
direct sales channel will have numerous options for Customizable Sales Force
Automation tools to address specific sales force automation needs. Evolution
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. Evolution'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 Evolution 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 Evolution 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
Evolution provides two types of reporting tools. Action based reporting
is integrated with every action you perform within Evolution. 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 Evolution. 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 Evolution. 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.
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