Sales Automation Services:
Our database professionals have 20+ years of experience building and managing the sales process for organizations large and small. To develop or transform your sales process, we will help you develop a system that:
- Manages and organizes your sales resources
- Tracks sales opportunities and trends
- Creates reports for each staff member in your sales process--sales reps, sales management, marketing management, finance, and executive management
- Establishes processes and procedures based on best practices
Our team works with you to fully understand your organization and processes. And we review your current client relationship management (CRM) or sales force automation (SFA) database. We help you determine the successful practices you want to encourage in your sales activities. We then build dashboards and reports, which provide a true snapshot of your key metrics.
We have worked with all types of SFA systems, from client-server based to web-based systems. While we work with any of the top SFA tools, we prefer Salesnet. Since forming a partnership with Salesnet, we have moved 70% of our customers to this web-based system. After our clients migrate from their existing CRM/SFA system to Salesnet, they are delighted with the results. Clients marvel at Salesnet’s design, which encourages best practices throughout the sale force. InteliTarget believes in Salesnet’s power and the increased performance it can deliver to all sales organizations.
Our Salesnet experts will translate your sales processes into a logical flow, which your sales team can easily understand and utilize.
Our experts prepare your existing database for upload and testing. We work with your team and the Salesnet database to perform the quality-testing phase. Finally, we will train trainers and/or your sales team and management on the use of the system.