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.