Account Management

Benefits

EBSuite's Sales Force Automation (sfa) module enables your sales manager to control access to each customer's interaction history, including: marketing campaigns, sales opportunities, sales quotes and customer support cases. Managers can create sales teams and sales team leaders assigned to each account.

EBSuite's Notes History provides a complete "360-degree" view of your customers, enabling sales representatives to understand every interaction and interest. Enable them to build and maintain a strong and lasting customer relationship.

Fast start-up time for new sales representatives
Manage sales opportunities as a team
Improve customer satisfaction
Controlled 360-degree customer history

Highlights

Integrated Modules Share Complete History

All customer history is organized and stored in one place - their contact record. From their initial lead generation marketing campaign to each sales opportunity, sales quotes, customer support requests or project tasks. All documents related to the customer are easily accessible.

Contact's Relationship Tree

EBSuite's automatic Tree View will produce a tree diagram or organization chart. Then it will allow you to drill further to show how each contact and/or organization is related to other contacts in your database. Discover new sales opportunities between existing customers and contacts or organizations in your database.

Identify Champions

Customer reference or referrals are a key to success, identify champions for future reference and support.

Team Sales Commission Rewards

Sales managers can create and assign teams to support each account, create roles for each member and track their achievements. Assign sales commission rewards for each member, based on a fixed or percent of each sale.