Sales Force Automation

Put your sales force a mouse-click away from detailed prospect files and tickler lists, right in their email client.

Prospect Tracker is a Lotus Notes sales force automation solution which provides comprehensive prospect files that your sales team can access from any location via their Lotus Notes client. Role based access ensures that sales people can only review leads assigned to them, while sales managers have access to all the prospects in the database. As well as contact information, Prospect Tracker also provides tools including tickler lists, reports on sales pipelines and forecasts.

Prospect Tracker features include:

• Central location for marketing documents and templates for proposals, quotes and related correspondence.
• Automatic notifications of lead assignment.
• Manage tickler lists and add prospect activities to the Notes Calendar, with optional reminders.
• Create tasks with automatic notifications of assignment as well as completion.
• Automatic email notifications of forecast changes, with a link to lead document.
• Create personalized views of prospect activities, schedules and contact information.
• Displays managers' or individuals' views of action status.
• Gather new leads from the Web, import batches from Lotus or Excel spreadsheets, or enter new leads individually.
• Hand off leads to your sales team.
• Create multiple lead repositories, and move leads among them as needed.
• A secure, searchable lead database. Managers can review all opportunities, while sales people can only touch leads assigned to them.
• Review sales projections and pipeline data, activity logs, work pending and win - loss reports.
• Online sales discussion forum.
• Mass mailing and mail merge functionality based on selection criteria.