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Sales Force Automation


The Sales Force Automation module is tightly integrated with the Financial Module and the Marketing Module. This allows for a closed loop sales cycle where you can go from lead creation to sales orders to updating customer product list without missing a beat. The main features are:
  • Lead Management
  • Quota assigment by Company, region, individual
  • Competition analysis
  • Win/Loss record keeping
  • "Hold" inventory from sales orders
  • Sales quote generation
  • Quote to Sales Order in one click 
  • Forecasting

 

 

 

 
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