Account and Activity Management
ACCPAC Sales Force Automation provides the tools to manage and analyze all current and historical account details and activities. You can easily manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world. The sophisticated sales workflow guides your salespeople through predetermined business processes. This feature also allows you to set automatic triggers for literature fulfillment, follow-up appointments, callbacks, daily tasks and more. By analyzing available information, you can more easily recruit new clients and resell to existing ones.
Sales Cycle Management
ACCPAC SalesTeam Sales provides an in-depth analysis of the sales cycle from first prospect to final sale, and for every step in between – allowing sales teams to effectively analyze and manage the sales pipeline. You can assign a probability of closing the sale at each stage of your business cycle; by defining each stage, your sales staff and managers are provided with real-time rolling forecasts and pipeline analysis. To ensure the appropriate employees address your clients' needs, ACCPAC SalesTeam allows you to automate the escalation and re-assignment of communications and tasks at any stage of the process. For example, ACCPAC SalesTeam can determine that a particular deal has a 70 percent chance of closing, and can immediately reassign this deal to your "closer." By providing detailed information at every stage of the sales cycle, ACCPAC SalesTeam guarantees the right people get the right information – right away.
SOLO Server is an interface that allows users to synchronize data after working offline. Easily configured and maintained from within ACCPAC SalesTeam, this utility allows synchronization of data from the central database at the office or via the Internet. With the simple push of a button, the synchronization uploads and downloads data –: including updating documents to the ACCPAC SalesTeam Document Library. SOLO Server also provides your sales personnel a synchronization tool to keep the data they need when a network or wireless device is not available.
WAP Solution – Mobilize to Make Every Sale
With ACCPAC SalesTeam, your sales team has on-the-spot access to the resources they need to close every sale. Users can access all aspects of the system from a Wireless Application Protocol (WAP)-enabled cellular phone or other WAP device, such as a personal digital assistant (PDA). Even without a cable or phone connection, your team can access pertinent real-time information via a WAP device. Plus, your sales staff can easily work offline by using their WAP device with the SOLO synchronization utility, which enables the system to automatically synchronize the changes when they reconnect.
Computer Telephony Integration
ACCPAC SalesTeam combines a fully integrated CRM component with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication shared by the rest of the enterprise. A customer's complete CRM history – including fax, personal visits, phone and e-mail – is viewed through automated "pop-up" screen functionality that gives support staff an enterprise-wide view of the customer. Full on-screen auto-dial and phone functionality allows your staff to perform necessary tasks through the system interface rather than through the phone system. ACCPAC SalesTeam CTI provides full integration to all standard third-party telephony software, leveraging existing automation such as call escalation, routing, call queuing and reporting functionalities.
Graphical Analysis and Reporting
ACCPAC SalesTeam lets you analyze trends and evaluate historical data to see what's working and adjust what is not. Point-and-click reporting and graphs provide sales teams with on-the-spot access to data for analysis and evaluation. Start by assessing new leads, quoted clients, demographics and potential deals in the pipeline, then analyze your sales efforts and use that knowledge to refine your strategy. For example, graphical forecasting allows you to filter and report data by account manager, region, opportunity and probability – any way you choose. Use system default reports or easily create new reports with a reporting wizard that walks you through the process – prompting you to select the data you would like to see and where you would like to see it. With ACCPAC SalesTeam, you'll always have the real-time information you need.
Web Self Service
ACCPAC SalesTeam Web Self-Service provides customers with 24/7 access to account information and sales support over the Web. Customers can receive information based on their preferences, requests and histories – this provides them with a single point of contact for information about your company and products. Web Self-Service allows your channel partners to access shared workflow, lead-tracking, inquiries, invoices and customer information.
Integrated with ACCPAC Advantage Series Accounting Software
ACCPAC SalesTeam seamlessly integrates with ACCPAC Advantage Series, providing access to vital back-office data and customer information. Its bi-directional data transfer avoids redundant data entry by keeping both systems up to date. Transactional and statistical data in your back-office system is viewed in real time by ACCPAC SalesTeam – so you know the information you're seeing is up to date. ACCPAC SalesTeam also allows point-and-click promotion of prospects to customers – automatically creating new customer accounts in your ACCPAC Advantage Series Accounts Receivable module.
Thin Client Architecture
A browser-based application built on thin client technology, ACCPAC SalesTeam provides rapid deployment, efficiency and cost effectiveness. Installed on a single server, ACCPAC SalesTeam eliminates the need for unpredictable and costly client installations, configurations, upgrades, customizations and the costs associated with them. Thin network-designed ACCPAC SalesTeam Web pages and graphics are considerably smaller in size than standard Web pages, allowing faster access even over a slow connection. With ACCPAC SalesTeam, a Web browser and Internet access is all you need to access the entire solution – anytime, anywhere.
Automated Process Workflow
With ACCPAC SalesTeam Workflow, businesses can automate predetermined business rules across sales channels, departments and employees. ACCPAC SalesTeam helps to assess and design workflow by providing graphical views of the process and its development patterns. In combination with e-mail integration, Workflow ensures that actions requiring attention or escalation are automatically being routed to the appropriate employees or partners. With ACCPAC SalesTeam, employees can be confident that issues will not fall through the cracks and they can spend more time doing what they do best – SELL.
ACCPAC SalesTeam provides customization tools that allow businesses to rapidly modify all aspects of the system. Its open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. With easy-to-use on-screen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts and security settings "on the fly." This customization functionality makes user-specific modifications to data and interfaces quick and simple – and allows ACCPAC SalesTeam to be easily adapted to your business requirements.