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SALES FORCE AUTOMATION

Q360 - Innovative Software

At the forefront of Q360's Customer Relationship Management arsenal is Q360 Sales Force Automation. Q360 SFA was specifically designed to enable, help and assist the sales group to use their contact time with the customer more efficiently and more effectively than in the past. Never before has it been so quick and easy to follow a sales prospect from discovery to close of the sale.

The key to increasing sales productivity is the proper design and implementation of tools to help the sales professional provide their customer with timely and accurate information. Q360 SFA enhances productivity by integrating contact management, sales funnel tracking, quote generation, price list management and correspondence control. Q360 SFA is designed around the sales department, so that the sales group may capitalize on enhanced individual productivity. Q360 SFA can also be implemented with Q360 Financials and Q360 Service Dispatch to broaden the depth of information and efficiencies.

Q360's Sales Force Automation allows sales people to keep track of and organize prospects as they migrate through the sales funnel. Sales managers can review daily sales activity with the click of a button, as well as by running up-to-the-second sales forecasts whenever the need arises. The information for all sales activity is stored in an SQL database so data tracking and analysis is second to none. Business rules and workflow are flexible so Q360 SFA can lend itself to how your people do business. With features like optional shared calendars as well as Microsoft Outlook automation for contacts, calendars and email, your staff are always informed and up to date.

When Q360 SFA is integrated with other Q360 modules, the information that the Sales department collected is shared with and utilized by the production, accounting and service departments. There is no duplication of effort as work moves through electronic queues. Updates made by any department are shared across the enterprise instantly. With just a few clicks of your mouse you can view a customer's full experience with your organization; powerful information!

  • Q360 SFA doesn't stop at tracking basic prospect information. Increasing sales productivity requires tools to help the sales professional provide his/her clients with timely information. This may take the form of a quotation, letter, or other electronic documentation. This information may be printed as hard copy or be sent instantly in PDF format via email (Q360's seat license includes a PDF Writer license).
  • Q360 SFA's open architecture allows you to manage and share information across third party programs through easy integration with other popular applications such as Microsoft Word, Outlook, Excel and various fax server programs to name a few.
  • All this information is centralized in the Q360 SFA SQL database. With a centralized and uniform filing system, there are no more lost letters, quotes, and notes for staff to hunt down. It's all in the database, easily found by any staff member.
  • Import MS Word, MS Excel, Graphics Documents, any type of document, including e-mails, to any company record. Now product brochures, scanned (signed) contracts, photographs and just about anything else that is important to you is a quick click away now that they are stored in the Q360 SFA database.
  • Design or modify your own reports with the built-in report writer, or use the standard formats already provided. You also have access to the built in Query Analyzer to make complex queries against the database.
  • Remote data access over the Internet using VPN or dialup connectivity or using Q360 M.E. to synchronize with the main database.
  • Comprehensive price lists and optional inventory levels keep sales staff on top of product availability.

Q360's CRM solution enables decision-makers to recognize and understand patterns and trends based on the integration of complex customer transaction data. It also helps organizations understand how relationship management can optimize customer value. Despite the benefits and usually due to lack of education, many organizations still have not invested in this technology. Meanwhile, their competitors are finding ways to collect, translate, analyze and use customer information in unlimited ways, which results in strengthened relationship marketing and more focused promotional campaigns and brand management programs. Companies with effective CRM solutions better understand buying behavior, cross-selling opportunities, customer retention and acquisition, customer loyalty, upselling opportunities, product trends and promotion effectiveness. Plain and simple - they just know their customers better.

Q360 Product Sheet (PDF)
Case Study - Efmark (PDF)



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