Sales Force Automation with CAS genesisWorld

Our objectives for your sales force

"The right moment, the best offer, to the right customer"
 

• Attract customers
• Optimize your sales
• Shorten your sales cycles
• Make your offers more competitive

Know-how of our CRM software solution

Build up a valuable customer and lead database

Customer dossier

• Storing company information, contact persons, opportunities, etc.
• History and statistics
• Duplicate check
• Address validation

Evaluation, organization and prediction of sales

Sales opportunity

• Outgoing and scheduled offers: risks, competition, probability, negotiation, etc.
• Prepare an offer
• Create and follow your sales forecasts
• Prioritize your sales opportunities
• Evaluate business trends with powerful reporting tools

Management of sales force presence at the customer's site

• Identifying your best customers and sales opportunities
• Managing customer visits: automatic generation and optimization of itineraries
• Accessing your customer's dossier while out of office

Automation of sales cycles

• Converting your leads into opportunities: follow and manage these opportunities throughout the sales cycles
• Mail merge and letter templates: create and send letters or e-mails, using personalized templates, to certain leads or groups of customers
• Segmentation into geographical business sectors: create geographical slices and set up procedures, rules and particular situations for each defined sector

Sharing of agendas, tasks and documents

Agenda

• Planning depending on availability (customer visits, preparation of offer etc.)
• Resource management (cars, meeting rooms, etc.)
• Security of information (problems related to holidays, illness, etc.)
• The close integration of our Sales, Marketing and Service modules facilitates the sharing of information among the different departments

Creation of a business library

• Make up a library containing business documents accessible online and offline
• Access to a complete business dictionary (agents, competences, availability, products catalog, sales points)
• Keep an eye on the competition
• Analyze the performance of the competition by creating a library with articles to keep track of their activities

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