CRM-ERP INTEGRATIONS: Sales Force Automation

Sales force automation allows the company to track or record each stage of the sales process and pay attention to each client served by the company. You can also mingle your online sales  (e-Commerce), inside sales (CRM) and in store (Point of Sale) within your sale channel.


Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Partner Relationship Management

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information.

Opportunity & Pipeline Management

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Desktop Integration

It allows users to sync their Email, Calendar and Contact tools with their CRM system. It includes Microsoft Outlook and Google integration.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Quote & Order Management

It allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.