CRM Solutions Overview Marketing Automation Sales Automation Customer Support Project Management Time, Invoice & Billing Mobile CRM CRM Features List
3 Ways to Purchase On Demand Prices Software Purchase Reseller Programs
Customer Success Case Studies User Workflows
Your EBSuite Team Contact EBSuite Global Offices In the News Our Partners Our Links Service Policy EBSuite Webinars Why EBSuite? - FAQ
Free 30 Day Trial See it In Action A Day In Your Life w/ EBSuite

Sales Workflows

Benefits

EBSuite's Sales Force Automation (sfa) module enables sales managers to achieve the maximum potential from each sales person. Based on their company's products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. EBSuite combines your "Best Practices" and workflow methodologies to increase sales. It enables sales managers to apply "what their best sales performers know" and to guide others to become top performers. workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

  • Make every sales representative a Top Performer
  • Automate sales interaction rules
  • Ensure sales opportunities are not lost
  • Standardize your Best Practices

Highlights

Automatic Triggers & Processes

Design each workflow with automatic triggers to update field values, send email, create appointment and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sale history activity.

workflow Rules

Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic Workflow Templates

Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.