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OVERVIEW
Portalvision SFA provides a simple,
completely integrated, and totally customizable environment for Sales,
Marketing and Support activities. We have enhanced the system capabilities by
introducing a comprehensive suite of XML-based applications and built-in
analytic and reporting tools. The new architecture also facilitates seamless
integration of the third-parties applications.
FEATURES & BENEFITS
Increasing Sales Effectiveness
By the use of Portalvision SFA, your salespeople will receive only
qualified leads that have a high likelihood of success, they will have at
their fingertips all the information they need to be effective in selling,
and they will be able to track and drive to closure all the commitments that
are made during the sales cycle.
Improving Sales Efficiency
Portalvision SFA can improve the efficiency
of your sales organization in two ways: by shortening the time it takes to do
something (reducing the cycle time); and by managing workflow by tracking
commitments, escalating issues, and readily providing the current status of
activities related to a sale.
Higher Customer Satisfaction
Portalvision SFA can increase customer
satisfaction because it allows your sales force to more effectively manage
the customer account. The automation tool gives each salesperson complete
visibility into all interactions a customer has had with your company, so the
salesperson can spot and address issues before they escalate.
Role-based Access Control
Portalvision SFA provides a role-based user
access control. Each user has different access and right based on his/her job
functions.
Industry Leading Security
Portalvision SFA implements of a broad array
of security measures at multiple levels - including user authentication, data
encryption, application security, database security, reliability and backup.
Synchronizing to Handheld Devices
For supporting the mobile users,
the functions of SFA can be synchronized to handheld devices e.g. WAP phone
and PDA.
FUNCTIONAL MODULES
Lead Management (Module ID: LM)
Leads are the raw materials for
the sales process, and the quality of leads fed into the sales process
affects the amount of time spent on converting the lead to the finished
product: a sales to a customer. Lead Management
facilitates your sales organization to automatically capture, route and
qualify leads; to understand which marketing programs perform the best; to
measure effectiveness of lead generation activities with detailed reporting
and analysis.
Opportunity Management (Module ID: OM)
Opportunity Management is the
tool that manages information to consistently close more sales, access
critical opportunity information that includes sales stage, deal amount and
close date, plus any custom information you choose. It also identifies and
tracks critical business partners who can make or break your deal.
Furthermore, it tracks your competitors on any given opportunity.
Forecasting (Module ID: FC)
Forecasting enables a sales
organization to monitor the health of their business in real time and to
pro-actively address trends, shortfalls, and opportunities for increasing
revenues. Forecasting helps sales executives to track revenue and to make
forecasts by products, channel, region, or any other dimension. It also
provides real time graphical analysis and reporting.
Customer Management (Module ID: CM)
Closing the sale does not mean
the end of the sales cycle. It marks the beginning of a customer management
and the prospect of future sales. The salesperson has to make sure that the
customer is success in getting, installing and using the purchased products.
It is because a satisfied customer may be used as a reference for other
prospects, and may be a good customer with more purchases in the future.
Customer Management is to manage the activities undertaken by the sales
organization in ensuring customer satisfaction.
Contact Management (Module ID: CT)
Contact Management helps a sales
organization to manage a standard and customized data for every contact. It
provides a complete history of the interactions with the customer, including
inbound and outbound calls, email exchanges, correspondence, visits,
meetings, and demonstrations.
Personal WorkSpace (Module
ID: PW)
With ease-to-use Calendar/To-do
List, salesperson can keep track of the appointment, coordinate with other
members of the sales team and monitor the tasks more effectively.
Messaging (Module ID: MS)
Messaging provides an effective
communication channel among the members of the sales team. The message can be
routed to the appropriate person automatically.
Workflow Engine (Module ID: WE)
Workflow engine supports online
monitoring and reconfiguration. Administrator can reconfigure a workflow and
monitor any workflow process through "click and fill-in-blank"
without any programming or scripting. The engine automatically distributes
relevant information and files of a workflow to associated parties.
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