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Sales Automation DataSheet
- Sales Step Workflows
- Manage Sales by Email
- Account Management
- Contact Management
- Lead Management
- Territory Management
- Opportunity Management
- Asset Management
- Competitor Tracking
- Live Sales Chats
- JAJAH Telephony
- Sales Quotes
- Sales Escalation and Alerts
- Customer Portraits
- Sales Report Builder
- Executive Dashboards
- Activity Management
- Document Management
- Product Catalogs
- Mobile CRM
- Enterprise Integration
Activity Management
Benefits
"There is not a second chance to make a first impression", Managing customer relationship appointments and events is crucial to capturing business. Each event's details are organized and recorded with all the details for future reference. EBSuite's group calendar and task management will keep your team in sync and working together.
- Increase customer service and response
- Improve team work and productivity
- Ensure that critical tasks are not forgotten
Highlights
Organized Events for Each Customer
EBSuite's activity management records each event (tasks and appointments) in the customers' notes history log. As each team member schedules joint meetings or assigns a task to another member, everyone is in sync to the plan.
Group Appointment Calendars
Manage and schedule appointments and other activities for yourself and other team members. Publish and share calendars to schedule availability. Access and share company resources such as conference rooms and sales demonstration equipment.
Activity Management Reports
Sales managers can report and track each team member's events. Report activity roll-up can uncover the time team members spent on a prospect or customer.
Alerts & Reminders
Never miss important tasks or appointments again with alerts delivered on-screen, by email and by text message to mobile devices.