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Sales Automation
Manage customer accounts throughout the sales cycle. Capture and import leads, distribute them and create automated follow-up reminders for qualification. Track detailed opportunity information, including competitor information, and create customized sales stages, based on projects or product lines.
Use the powerful Opportunity Management Sales Funnel to forecast future revenue, and target the most profitable accounts. Surado CRM includes an integrated quoting system and fully-featured inventory and part management. Create quotes and print, e-mail or export them, or merge information into Microsoft Word or Excel.
Key Features Include:
- Opportunity Management
- Forecasting & Pipeline Analysis
- Sales Workflow Automation
- Lead Generation & Routing*
- Team Selling & Management
- Dashboard Analytics
- Inventory & Quotes
- Competitor Intelligence
- Source Tracking
- Lookups & Groups
- Automated Business Triggers
- Productivity Analysis
- Sales Stage Tracking
- Partner Opportunity Management*
- Win/Loss Analysis
- Literature Fulfillment
- Cross-sell and Up-sell Analysis
- Web Resources for Research
- Back-Office Integration
- Analytics & Reporting
Compare Surado to:
Maximizer,
Entellium,
Oncontact,
Aplicor,
Soffront,
ADAPT Software,
Avidian,
Epicor,
InsideSales.com,
Kana,
Microsoft,
NetSuite,
Oracle,
Parature,
RightNow,
Sage,
Salesboom,
Salesforce.com,
SalesLogix,
Saratoga Systems,
Siebel,
SugarCRM,
ACCPAC,
ACT!,
amdocs,
Appshore,
Aprimo,
Ardexus,
Astea,
Aurum,
Chordiant,
Commence CRM,
CSG Systems,
Dendrite,
eGain,
Everest,
Infor,
JD Edwards,
LeGrand,
NetOffice,
Peoplesoft,
SalesJunction.com,
Salesnet,
Visitar,
Infusion Software,
Dataforce CRM,
BrainSell,
Zoho,
LeadMaster,
Model Metrics,
PipelineDeals,
Tour de Force,
VanillaSoft,
Balgord Software Solutions,
Landslide,
C2CRM,
CRMG,
24SevenOffice,
CNP,
PhaseWare,
Enterprise Wizard,
Revelation,
Exact Software,
Majestic,
Epicor,
Goldmine,
Consona CRM,
TechExcel,
Commence,
ePartners,
Stay-In-Front,
Pivotal,
SAP,
Workbooks,
RunE2E
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