Solutions for Sales Reps
A sales rep is always on the go. Isn't is time you used a corporate database that keeps up?
Utilizing the power of the Internet to store your vital information on our secure web servers, along with the power of a desktop application, your sales team will always have the information they need at their fingertips.
Business requirements can be set, and forecasts of how they will be achieved can be maintained from around the world. Partner this functionality with the ability to view communications from customers, including phone calls recorded in the home office, and the limits of your business efficiency will exceed your imagination.
Let's go through an example business flow using Systemize!
Sales Budgets and Forecast
Your business can create budgets for each of your sales people or teams to meet. Your sales force can then enter and maintain their forecasts, letting the management team know how those budgets will be met. Complex reports can easily be created tracking performances against budgets and forecasts. Learn more about our Sales Management module.
Communications
Your interactions with customers via phone and e-mail are vital, and so is keeping track of them all. Systemize! integrates with Microsoft Outlook, allowing drag-and-drop recording of e-mails. All your communications for a customer can be viewed on one screen, allowing your team to immediately view open issues, and see what's taken place so far. Lean more about our Communications module.
Projects and Tasking
Featuring a fully integrated task scheduler, with powerful auto-leveling functionality, and links to account codes and contacts - the task system will keep your entire sales force on track, while management can maintain visibility of jobs and leads. Learn more about our Projects and Tasking module.
Recommended Modules
We recommend the following modules for a distribution business. Your needs may of course vary. Learn more using our pricing guide.