Sales Automation

InsideSales.com™'s Sales Automation Suite is fully integrated with its marketing, customer service, and order management solutions, providing a complete view into every aspect of the customer. By harnessing the power of shared information and advanced analytics, sales professionals can ensure that their time is used effectively.

InsideSales.com™'s Sales Automation features the following tools to make your sales team more effective and and more able to deliver a solid return on time spent:

Features:

• Lead Management and Tracking
• Account Management and Tracking
• Individual and Shared Calendaring
• Email, Fax, Voice and Direct Marketing
• Telephony Integration
• Import/Export
• Workflow Management
• High Custom Configurability
• Business Reporting
• Analytics
  
  

Success in sales depends on effective lead management. Leads fuel revenue and InsideSales.com™ helps you to start selling as soon as a lead comes in, and helps you manage the process of converting that lead to a customer.

Leads can be imported from spreadsheets, comma separated files, Web capture forms or via the bulk data import wizard.

Leads never wait in an in box for distribution as flexible lead routing rules, based off the actual lead information, automatically route the lead to the right individual or group.

Because InsideSales.com™ is a complete system, leads do not get lost. Lead activity is viewable directly in the contact, account and deal screens. All leads and lead source performance can be reported on and analyzed and lead trends displayed in any user's dynamic reports.

InsideSales.com™'s account management allows you to consolidate all company information in one place, including contacts, product purchases and communication histories, making it easier to coordinate sales campaigns. This enables you to maintain deep knowledge on every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

Sales reps can be assigned to each account and account information can be shared across teams. In addition to the standard data fields, any number of custom fields can be added to capture specific information.

With InsideSales.com™'s account management tools, you can define parent-child relationships between accounts to depict complex organizations with multiple subsidiaries or divisions.

InsideSales.com™'s account management allows you to consolidate all company information in one place, including contacts, product purchases and communication histories, making it easier to coordinate sales campaigns. This enables you to maintain deep knowledge on every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

Sales reps can be assigned to each account and account information can be shared across teams. In addition to the standard data fields, any number of custom fields can be added to capture specific information.

With InsideSales.com™'s account management tools, you can define parent-child relationships between accounts to depict complex organizations with multiple subsidiaries or divisions.

With InsideSales.com™ email mail and direct marketing communications tools, you can automate and track your outbound communications. You can automatically insert any insidesales™ maintained database information into the communication, and you can also add attachments to email.

Templates
Create professional-looking, high-impact, HTML-rich templates for sales reps to use for customer and prospect communications (both email and direct mail).

Personalization
Sales reps can personalize email templates with relevant notes and information before sending to prospects and customers.

Tracking
Track the success of prospecting emails by monitoring key metrics such whether the recipients opened the messages, when they opened them, and more.

InsideSales.com™ offers a full outbound call center module (CMM). You can increase the productivity of your sales organization by adding functionality for an inside sales team. Fully integration with all sales team products, you will have the following features:

Phone Links
Through-out the site, you can click a link and have phone calls patched straight to your phone.

Power/Predicative
Sales reps can dramatically increase the number of leads contacted for time spent. The power dialer automatically call the next lead on your marketing list eliminating dialing time and clicks.

Data import and export is easy in InsideSales.com™. The Import Wizard allows you to import account and contact data as needed, including lists you've purchased or files downloaded from other databases. You can also use it for bulk import for the first time you migrate data from another CRM system.

Exporting data is also simple. You can save data from InsideSales.com™ in an industry standard comma-separated value (CSV) file.

InsideSales.com™'s customizable workflow automation engine helps organizations standardize their workflow to automate sales, marketing, and service processes for greater operational efficiency, consistency, and control.

InsideSales.com™ comes pre configured with default workflow's, but usually companies implement their own industry practices or adopt a third-party methodologies. InsideSales.com™ is completely configurable, from the activities, to the results and outcomes, to the actual user interface -- so you can make it your own.

Though you can use InsideSales.com™ right "off the Web", companies generally want to customize it to fit their exact business needs. insidesales™ is designed to be highly configurable, from adding custom database fields, to custom user screens, to defining an unlimited number of your own workflow's and much more.

It's designed to be customized by mouse clicks, not code, which means even end users can make it their own, from creating custom dashboards to building their own reports.

Knowing the exact status of your business at any given point in time is critical for informed decision making. InsideSales.com™'s business report center comes equipped with many robust pre built reports, but that's just the beginning.

With InsideSales.com™'s easy to use report wizard, you can generate additional reports on almost any combination of criteria you can think of to precisely match your needs. Custom defined database fields, flexible report logic and an unlimited number of filters enable you to get to just the information your need.

InsideSales.com™'s analytics helps you mine your data, interpret information and show underlying trends. You can quickly and easily create reports and segments, save historical snapshots, compare data over different time frames and create chart animations that show business trends.

InsideSales.com™'s analytics can be also be displayed via dynamic dashboards, which allow real-time visibility to important information as a user logs in, via charts, cross-tabs, tables and reports.