Direct Sales - A Direct Solution

In direct sales, customers are top priority. Support for pre-sales activity including lead origination, communications, appointments, and subsequent follow up activity through to post sales activity including closing Quotes, Order entry, tracking buying habits and customer contact enable sales representative to serve customers better leading to improved customer satisfaction and profitable sales activity.

Pre Sales

Knowing your prospects, and what is important to them and being able to track information as actions are performed is the premise for Tradepoint Enterprise direct sales tools. Making the most of prospecting activity demands a wide range of tools brought together in a use able format is critical to enabling sales representatives to maximize sales opportunities. With an in-depth CRM tool set with communications tools for email and collaborative schedule functionality to track appointment history, notes, calls and tasks Tradepoint provides the best solution for direct sales forces available on the market.

• Opportunity tracking for longer sales cycles
• Quote/proposal tool with one click feature to turn into sales order
• One click feature to email Quote as PDF
• Integrated email with synch to Outlook feature
• Integrated Mail Merge tool
• Integrated Mass Email tool
• Quick Reports feature
• Map out directions to prospects with Google Maps or Mappoint
• Web portals for access to additional resources

Post-Sales

Going beyond a more traditional CRM application, Tradepoint Enterprise offers a customer centric view to manage on-going relationships through the web, over the phone or in-person. With complete integration of  CRM with ERP functions, Tradepoint  Enterprise brings a complete set of tools to manage existing customer relationships.

• Order processing with support for accepting payments and scheduling shipments
• Complete purchase histories with drill downs for details
• Service calls with up selling tools
• Service Calls with the ability to schedule on-site visits
• Triggers for automated order confirmation emails
• One click feature to email and Order from a print preview screen
• Ecommerce tools for access to account information and purchasing through the web

Communications

Direct sales efforts start with Tradepoint Enterprise's stand alone email client was designed with this in mind. Multiple tools tailored for the varying needs of different users with collaborative capabilities within Tradepoint Enterprise email makes it capable of handling diverse email needs for different types of users including remote users and outside sales forces as well.

Some of Tradepoint Enterprise Email tools includes the following:

• Support for POP3, IMAP and Exchange Server
• Supports multiple email addresses per individual user profile, including free web mail such as Yahoo and Gmail.
• Supports email push to Smartphones and Blackberries
• Support for synchronization with Outlook
• Email Identity Support for multiple email accounts in one profile. Automatic replies retain the identity of the original message.
• Email templates supports text or HTML based emails
• Integrated tools extend emails to actions including Appointments, Tasks, and Call logs
• Teams function for emailing groups
• Right click tools for easy contact creation from incoming emails

Time and how it is managed has a direct effect on productivity within any business. A schedule with a collaborative tool set can enable individuals to maximized scheduled activity from the time and Appointment is set up to follow up actions based on results of appointments. Tradepoint Enterprise's schedule is tied closely to Email with integrated functions as a primary collaborative tool within Tradepoint.

Preferences within an individual's profile do shape the look and feel of Tradepoint's schedule, with multiple views that can be set as defaults in a profile. Tradepoint Enterprise's Schedule encompasses a diverse set of tools designed to maximize productivity while minimizing the time spent using the Schedule.

Make the most of your time with the following tools in Tradepoint Enterprise's Schedule:

• Default preferences for a monthly, daily or weekly(collaborative) view
• The ability to share schedules with one or more people easily
• Add Employees and contact to Appointments
• Integrated Alerts and Reminders for Appointments
• Email notifications for contacts added to Appointments
• Easy viewing of Appointment details with hover over tools
• Right click tools for Appointment minutes and personal notes
• Right click tools for Invoicing contacts scheduled in an Appointment
• Customizable Categories with privacy options
• Teams function for scheduling groups of people at a time