FEATURES OF SALES FORCE AUTOMATION

• Connect a terminal in customer’s location for inquiry and order!
• Custom process can be user-defined for flow of sales activities!
• Download Orders to Server: Salespeople can perform orders throughout the day and update the server at the end of the day with a single quick transmission to the server.
• Laptop/Notebook CPU can contain customer’s: Sales history, Open orders, Back orders, Pricing, Contracts, Item availability, Open PO, or Due in PO!
• Maintain sales contact information which will integrate automatically into Fax system or Email system!
• Place order and print acknowledgement on the spot!
• Report Writer available for salespeople!
• Security to provide restricted access to data that can be downloaded!
• Supports: Account manager, contact manager, personal & group calendar, Individual & group meetings!
• Upload Orders to Salesperson Notebook:
  • Orders then performed at the store can then be uploaded into the Notebook with the same transmission. The result is that both databases (the main server and each notebook) will be synchronized. This can be batch or real time.
  • Order and data can be refreshed daily!