Sales Force Automation

 

Olive's SFA is an integrated personal contact, documentation and communications manager. We offers solutions for complete lead management, managing workflow and document processing, and communications simultaneously without losing contact with the main application. Just connect to the Internet and login.

The Sales Force Automation product combines functionality that the user requires and uses:

360° real time visibility
Lead centric design
Adapted & Customized to your business
Sales Effectiveness focused
Immediate payback

Loads of benefits can be obtained by implementing our SFA Software. Following is a list of few of them:

1. Lead and Opportunity Management
The feature help you to close more deals quickly by providing a 360° view of the lead. This includes the source of contact, customer engagement history, milestones, tasks and key events in the decision process. The single screen showing eight modules in one allows anyone to get the overall view of a lead in a single shot.

2. Set goals and prioritize daily targets
Our SFA allows the user to use the Front console to act like a portal to manage the leads, contacts, deals and tasks. Feel the pulse of your activities and stay in touch with the front screen. See all sales, leads, and appointments. Stay current on your Accounts, Contacts, Deals, and Tasks. Automatically receive notification when any of your key accounts or competitors posts new information on their Web sites.Streamline task management and follow-up with Task To Do items. In any sales process, certain tasks and activities must be completed within given timeframes. It can be a challenge to make sure that your team stays on top of every opportunity. RFPs, quotes, contracts, and other activities can't wait. To Do items ensure that the right person is performing the right task at the right time. The document management center ensures that the document support is there for the user to complete the tasks.

3. Customer & Lead Contact Management
An insurance agent's typical workday is a multi-layered, complex interaction-with its work flows and process flows to maintain 20,000 pieces of paper and spend 7-25% of the day searching for necessary information, a percentage of which is often missing or incomplete.Our SFA organizes leads in manageable accounts. It has the tools it needs to develop in-depth knowledge of the leads with a comprehensive history of every interaction, and event associated with that customer. You can manage and track activities with potential leads, and initiate new opportunities with existing clients. You can also conduct real-time client research with the click of a button.

4. Strengthen the Customer Experience
We gives a 360° view and also the sales cycle stages at which the contact is enabling resumption of the process to close the deal. You can share contact information with everyone in your organization - or enter personal contacts that only you can view. The centralized address book database eliminates loss of critical information due to employee loss or equipment failure.

5. Lead Management
We automatically captures leads, including lead source information efficiently and effectively. The success of your organization is dependent on the importance of leads. Our SFA gives you a number of options for entering them into the database. You can manually import them from third parties, integrate them from other systems, or automatically capture them from your Web site or marketing campaigns.You can allocate the leads to the appropriate agent based on flexible and configurable business rules and notify sales of new leads using either e-mail or any other tool.

6. Never lose a lead
Ensure timely and consistent lead processing with automatic alerts, notifications, and reports. Marketing and sales can coordinate efforts to keep your company's name in front of your leads, as the lead data is stored in one available database.Optimize which leads are sent to sales. Prioritize leads based on your set rules, enabling your salespeople to concentrate on the highest quality leads first.Our SFA maintains the most current information on your leads. It allows you to maintain a single, centralized database of marketing and sales contacts. There's nothing to coordinate, the system detects duplicates, and you can quickly update information from third parties.

For more information about the features of Sales Force Automation, please contact us.