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Online Sales Force Automation

SkyDesk Sales Force Automation (SFA) solution drives sales force performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships. You can identify bottleneck in the sales processes, in advance and effectively utilize existing customer data for future cross-selling and upselliing opportunities.

  • Lead Management
  • Accounts Management
  • Contacts Management
  • Opportunity Management
  • Sales Forecasting
  • Document Library
  • Feeds
  • Macros
  • Activities

  • Lead Management

    Collecting leads and identifying potential customers are important to create more opportunities for your business. Categorizing your clients into groups will help you target them in a better way. It is crucial to manage and follow them up until the leads qualify to prospective customers.

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    Accounts Management

    Accounts management helps maintain good relationships and makes the process of sales to businesses with many contacts easy and efficient.

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    Contacts Management

    Contacts are the people in an organization which whom you communicate and pursuit business opportunity. According to your business process, contacts can be related to vendor as well. Contact management helps to organize and keep all relevant contact details in one place.

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    Opportunity Management

    When you know that the customers with the highest likelihood to close a deal, you have to handle them appropriately. If you are able to manage and recognize opportunities, that may become actual revenue to your organization.

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    Sales Forecasting

    Forecast are factual insights for fine-tuning the sales process in your business. The Forecasts module integrates data in the Potentials module to generate details such as your sales quota, and estimates your business revenue for each fiscal year. You can fully customise forecast reports and dashboards, and you can discover which sales team members have met their targets for the year!

    Sales Reports & Dashboards

    SkyDesk CRM offers standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements. Dashboards give a real-time snapshot of your organization's key metrics. You can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data.

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    Document Library

    Document Library is a place where you can organize and manage business related documents and safely share them with your team members within SkyDesk CRM. You can upload various types of files such as brochures, competitor comparison and invoices. In addition, you can also attach documents from Document Library and email to your prospects.

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    Collaborate with your team, share insights and boost your sales with Feeds module. You can post messages to your team in Feeds on latest news that you closed a deal or needed help from them. You can reach out to a particular member by adding "@" to directly notify them. Moreover, you can send a private direct message or private reply to status message. You can also opt for attach documents to a post and quickly share information with the team. Receive notification when mentioned and set auto-follow rule to be in the loop!

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    Save time and increase efficiency by combining sets of actions for a group of records in a module. These could include sending emails, creating tasks and updating a field in the records with a specific value. You can combine all these actions in a single macro and have them performed on a regular basis.

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    Keep track of all important tasks, sales meetings, customer calls and other events with the Activities module. Associate activities with the date, time, priority level and notification parameters to make them more useful. Organising activities neatly can help in initiating and tracking pending action items and analysing their effects on your business.

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    Go Mobile

    Access tools and manage customer information on the go. Because SkyDesk CRM is a Cloud-based system, you can check on sales activities in real time.

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