CRM Sales Automation Software: EBSuite, On Demand CRM Business Tools

Sales Module w/ Opportunity Management

Focused on "Deal Orientated" Sales and Opportunity Visibility

Features	Implementation
Call Management	Schedule and Complete Calls on-the-fly then review call reminders and results
Manage "Due Date" Obligations	Track actual dates or manage obligations with Tasks and Appointments w/ daily alerts
Correspondence Visibility	Emails sent to a Contact can be seen from the Contact's Organization record
Create and Send .PDF files directly	PDF and MS Word Documents can be created on-demand from the Contact record
Qualified? One-click-Opportunity	Opportunity templates make launching an opportunity consistent and trackable
Calendar and Task Sharing	Delegate Tasks to outside contacts. Drag tasks into your Calendar and share the Calendar

Workflow Based Sales Automation

EBSuite's Sales Automation (sfa) module enables sales managers to achieve the maximum potential from each sales person. Our unique Sales Step Builder enables managers to design and implement their sales workflow or methodologies. EBSuite combines your "Best Practices" and workflow methodologies to increase sales, use "what their best sales performers know" and to guide others to become top performers. Workflows also enable managers to quickly identify and react to changes in their sales pipeline performance.

Our Competitive Tracking enables sales teams to instantly stay up-to-date with the latest strategic information on your competitors. Then apply it in each sales opportunity. Keep score on how frequently you beat the competition and know who, what, and why your customers choose you over the competition.

Make every sales representative a Top Performer
Automate Sales Interaction Rules
Ensure Sales Opportunities are Never Lost
Strategic Sales - Competitor Tracking
Standardize your Best Practices

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.

Access Anywhere

Freedom to travel with online, offline, and mobile device access. EBSuite syncs with popular tools like Microsoft Outlook, Palm Treo, Blackberry and Apple iPod.

Software is Always Fresh

Since technology and your business demands change constantly, shouldn't your business tools? We leverage our on-demand CRM model to continuously add new features to our CRM tools. Features are added about every two weeks not three times a year, "why wait, get it now". The result is an enormous set of unique product features not available from other vendors at any price.

Up and Running in Hours

Each customer receives our free priority technical support. Which includes company administrator training, setup and customization of each module. Free technical support is available by email at support@ebsuite.com, or at our customer service portal, or by phone: 1-888-CRM-EBS0 or 1-888-276-3270 option #2, available 6 AM to 6 PM Pacific Standard Time, Monday to Friday.

No Risk! No Long Term Contracts

With no contracts to sign, no hidden fees your up and running in 24 hours or less...Enterprise grade CRM @ No Risk.