SalesForce Management Instant access to up-to-date information regarding Prospects, Customers, Vendors, and Internal Associates, empowers INSYTE users to develop better key business relationships. System users can log and track the sales process as it happens and know when and what actually occurred. Monitoring Activity Details of every customer from start to finish improves the consideration of all special obligations due, or requirements of each. Evaluation of key up-to date data streamlines the efficiency of taking any new Initiatives and adds weight to the impact of all future Business Decisions for the sales process.
INSYTE Sales Force Automation enables specific workflows, processes and activities to be executed according to pre-determined criteria such as customer type, product, lead source, or campaign. Automation can be applied to the following:
-Opportunity and account management
-Activity management (Tasks, E-mails, Calls, Events)
-Sales and support Process Automation
-Business process driven activities
-Client anniversary auto alerts (i.e. life-stage or product based)
-Customer follow-up activities
-Customer profile creation (compliance based)
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