Help desk tracking and inquiries can be a big mess without the right system to manage your issues. Tracking and managing thru a virtual help desk is tantamount to a professional organization. Communicate, track and organize the issues that matter the most your customers.
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Account management:
Add new account, locations and contacts for the account
Separately track leads, prospects and clients, change customer type as needed
Update account information, add / update / delete locations and contacts
Import / export account information, locations and contacts, synchronize account information with other applications
Review customer-related activities and sales forecasts
Print labels, send mass e-mail
Account activity report
Delete account
Tasks management / calendar:
Review tasks using calendar and list views
Enter new task
Review and update the task
Mark task as completed
Delete task
Import / export tasks, synchronize tasks with other applications
Sales activity management:
Review your activities and activities of other members of the team
View activities by user of the system, customer, dates, type
Enter new activity
Review activity details, update activity
Delete activity
Create reports
Sales Forecast:
Enter new forecast, track project closing date, estimated budget and probabilities
Review forecasts by customer, dates, probabilities, projected amount
Create reports
Web Leads Capture:
Data from your web request information form instantly appear in CRM by Web
Sales representatives can review leads, pick lead, follow up on it, create task for the lead, or delete lead.


Sales Force Automation

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