| Customer's Salesperson
If your salespeople own the customers and get a commission on each sale regardless
of which clerk rang the sale through the till, we can handle it. Monitor rep
productivity to ensure customer satisfaction remains high. Instantly
view all overdue cases by rep, priority level and status
to ensure total customer satisfaction. Analyze customer service cases by product,
category and more.
Create customized reports to gain further visibility into your reps.
Windward System Five will even let you print a detailed salesperson's customer
list that they can take with them on the road when making sales calls.
Sales Representatives
1. Conduct daily, weekly and monthly calendar planning.
2. Track leads and prospects through the sales cycle.
3. Quickly prepare custom or template letters, faxes, emails, sales proposals,
contracts, etc.
4. Always know who is communicating with whom in your accounts.
Sales Management and Activity Log
1. Analyze each sales representative's activities and the status of their accounts
and generate a sales activity log.
2. Schedule activities for your sales rep.
3. Consolidate and monitor sales rep forecasts and prospect sales cycle status
and include this on the sales activity log.
4. Assign accounts by region, state, area code and limit access to a specific
sales rep.
[
Click Here to See the Full Customer Salesperson Screen ]
Sales History
System Five also allows the sales rep to quickly access the Sales/Order History
of a particular customer or prospect. This information can be viewed, sorted,
and organized. The resulting data can then be used in marketing campaigns,
cross selling, call lists, and promotional offers. |
