Business Relationship Management

CAPITAL's Sales Force Manager provides a structured solution for managing your sales team's workload, customer and prospect contacts, sales opportunities, sales forecasting with lead tracking, appointments and tasks, and follow-up customer service and support management.

The Sales Cycle

In a typical ‘sales process’ leads are entered or imported into Sales Force Manager. These can then be converted to opportunities, contacts, customers or follow-up tasks. (Or any combination of these.) An opportunity is an entity in your ‘sales funnel’. Here you describe the various processes involved in closing a ‘deal’. The stages you go through in your sales process, for example ascertaining requirements or submitting a proposal or quote, are adaptable to your needs. Once an opportunity is won, contacts can be converted into customers and billing can commence.

Total Integration

There are lots of great CRM systems around... What makes CAPITAL’s Sales Force Manager unique? The short answer is total integration with your business system - CAPITAL Business Manager. Special pricing, credit limits, stock availability, quoting, entering orders or producing invoices can all be performed seamlessly without exiting your customer relationship manager. And if you work on projects or perform field service work, then your service management system is totally integrated into your sales system. The bottom line is that critical information is always available at your finger tips and there is no need to re-enter your data or run data exchange procedures.

Business Software You Won’t Outgrow

Search Flexible Searching Search instantly on contact name, last name, contact type, account code, business name, next action to take, work or mobile phone, email address or website. You can also perform a full text search to locate information on any field, such as suburb, street address, salesperson... And opt to simultaneously search linked notes, documents & secondary contact links.

Connect To The World

Export contact data to text, spreadsheet, database, PDF, HTML & XML formats. Import spreadsheets, text files and database files. Links to Microsoft Word & Excel, and optionally send email through Outlook & synchronize your contacts.

Features Customizable contact management screen for tracking customers, suppliers, prospects & associates. Full contact communication history tracking. Contact & appointment scheduling. To-do/action list management. Pipeline (opportunity) management & assessment. Track lead referral, lead type, probability of closing, stage of opportunity, etc. Calculate weighted average probable sales in pipeline. Raise quotations, sales orders & invoices directly from within your relationship manager. Manage or view service or project work from within relationship manager. Process return authorisations from customers (requires Corporate Edition). Customer specific product pricing. Info on product availability & lead times for your customers. Sales performance analysis by salesperson. Sales performance analysis by area, territory, state, postcode, region, product group, product family, customer, customer category, supplier & user defined. Sales commission analysis. Supports multiple contacts per prospective company or organisation. Supports multiple opportunities per prospect or company. Set sales targets by customer, customer category, product, product group, product family, salesperson, territory & state. Identify under performing products by customer, customer category, product, product group, product family, salesperson, territory & state. Identify suitable customers for the launch of new products. Incident/support issue management tracking from point of contact to resolution. Escalate technical issues to the technical staff & engineers who have the required qualifications. Examine, compare & contrast customer purchase activity.

Site Map

Document Manager Document & file tracking for: • FAQ's • Technical bulletins • Knowledgebase articles • Product brochures • Spec sheets • Graphic or video files • Miscellaneous files Link Documents to: • Customers • Suppliers • Contacts • Jobs • Opportunities • Cases • Emails • Transactions

Case Manager Manage your customer issues from one central location. Prioritize cases as normal or urgent. Track how long it takes to close a case. Attach notes, documents & link transactions. Send & log email communications. Flag when follow-up is required Create associated tasks. Review issue history at any time.

Hitting Targets Automatically fax, print or email sales literature. Send professionally designed HTML mail. Targeted paper, fax or email based mail-outs. Monitor salesperson call activity. Analysis of conversion rates: success, failure, open, inactive. Generate exportable mailing lists. Identify lead generation source: customer, supplier, prospect, other, and/or by specific referrer, as well as lead type, such as campaign code or area/territory.

Document Manager

Google Maps Integration

Case Manager - Helpdesk