Priority - CRM & Sales
Manage all marketing and sales effort and piplines with a full customer lifecycle management system.
The functions within Priority CRM & Sales are: A comprehensive tool for your field sales reps. This app works on mobile devices and tablets and gives your field sales team access to Priority data on the road. By providing your field sales reps with an integrated sales solution accessible on mobile hardware, you put more control and information in their hands. With access to past orders, quotes and reports your team can speak confidently to a customer about their account and history with the data to back it up.
CRM
Sales
Lead Management
Customer management system tools qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in Business Process Management (BPM) tool.
Opportunity Management
Use Priority BPM to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorisations, etc.)
Account Management
With Priority's client management sftware, you'll get a holistic view of the customer, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging - all consolidated within a single work area.
Sales & Order Targets
Priority helps you create a hierarchy for sales reps using the advanced sales management software.
Target & Forecast Analysis
Sort sales pipeline opportunities by region, timeline, sales rep, product line, quantity and more options. Gather data to generate aggregates in any configuration and drill down for further detail.
Marketing Campaigns
Create, manage and measure campaigns using segmented marketing data.
Reporting and Charting Tools
Create and customise dashboards, report and charts using Priority's built in Wizards and Standard Operating Procedures. A customisable homepage shows you your preferred dashboards and can be customised for each user. Integrated Business Intelligence tools let you analyse performance.Priority Field Sales App
Features:
