CustomerWise for Sales Teams
Overview
CustomerWise Sales is a sales force automation solution providing sales teams the necessary tools to manage the sales lifecycle and capitalize on more opportunities. From initial contact through quote management and order processing, CustomerWise Sales allows tracking of all critical customer data, interactions, and related sales events. Features such as hot prospect lists, notification, and escalation prevent opportunities from going stale or slipping through the cracks.
Advanced, yet easy to use, features of CustomerWise Sales make continuously improving your sales processes easier. Also, the seamless integration with CustomerWise Marketing and CustomerWise Support provides a suite of tools that improves collaboration throughout the customer lifecycle.
Benefits
- Sales Executives: Define and automate high-level sales process, and to analyze sales forecasts and trends.
- Account Managers: Manage contacts and opportunities, generate sales quotes, and process purchase orders.
- Sales Engineers: Coordinate with account managers and prospects to schedule demonstrations and onsite sales consulting visits.
- Support Teams: Provide comprehensive pre-sales customer support to assist in the sales cycle when integrated with CustomerWise Support.
- Prospects: May actively collaborate with the sales and support teams throughout the sales process.
Screenshots
Technical Information
Features and Functionality
- Incident and Resolution Tracking - Define and manage your complete customer support process, from tracking to workflow and process automation, all customized to meet your unique business requirements.
- Knowledge Management - Compile and search a comprehensive product support knowledge base, including indexed documents, files and Web links, weith definable access for customers.
- Sophisticated Workflow - Automatically assign new incidents to the most appropriate person based on their skills and workload, then trigger automatic notification and re-assignment when incidents are overdue.
- Multiple Automated Notification Options - Automatically notify any support team member by email, pager or cell phone when selected events occur based on definable criteria.
- Built-in Reports and Analysis - Easily analyze incident trends and track support team performance metrics.
- Customizable Customer Web Portal - Provide your customers with a powerful Web interface to submit and manage incidents, to search the knowledge base and to have interactive Web conversations with the support team.
