. Portal prodigy provides one of the most comprehensive web based sales management systems available today. Sales opportunities, related follow up tasks, company database, contact database, support requests, requests for quotes and proposals, orders and purchases and commissions features are all integrated into a seamless system allowing you and your staff, resellers, channel partners and affiliates to manage the entire sales and support process from campaign concept, through prospecting and closing, to payments and commission distribution. Not stopping there, residual sales and services are also automated so that staff is tickled for follow-up, subscriptions renewals automatically billed and lots more.

 

Why not provide your salespeople with the ability to manage the complete sales process starting with entry of a sales opportunity, tracking the prospecting and sales process, storage of information including attachments, correspondence including email and print, requests for quote (RFQ/RFP), creation of quote, conversion of quote to order, tracking order status, viewing order and product purchase history, and tracking sales commissions?

 

Sales prospects and market universes are organized in Portable Prodigy as Sales Opportunities and can be organized, managed and reported in many ways including:

 

Access filtered and/or secured by sales teams or even specific sales representatives.

·        Search and sort by Company or Contact or both.

·        Request Type

·        Sales stage – For example, new, open, or closed.

·        Opportunity Status- For example, Fresh Lead, Contact and Rapport Building, Qualifying and Info Gathering, Awaiting Presentation, Negotiations, On Hold, Requires Closing, Closed.

·        Rating – For example, Immediate Need, Planning Stage, Just Shopping, Vague Interest, Not Qualified.

·        Target Sales $’s and Target Close Date.

 

Sales Management Feature benefits include:

 

• Instant customization to fit the way your organization sells.
• Helps your organization standardize the sales process.
• Accessible from anywhere in the world.
• Automates much of the sales organizing process.
• Create unlimited request forms to capture leads from website visitors and automatically send a personalized response to prospect and notification to appropriate sales team based on rules that you customize to your operation.
• Load batches of prospects and schedule contacts and reminders.
• Presents management with real-time data on each step of the sales process.
• Prevents loss of sales due to untimely follow up and lost leads.
• Can secure data to specific sales teams and sales representatives.
• Faster notification of teams and representatives of opportunities and tasks.
• Promotes collaboration.
• Provides at-a-glance calendar of tasks.
• Keeps all relevant parties aware of customer related activities.
• Streamlines the support process.
• Provided easy to use tools for cross-team delegation, management and scheduling.
• Quickly access complete historical record of all activities related to a company, contact, opportunity, task, sales team, representatives, requests for quotes, orders, purchases, subscriptions and support.
• Sales representatives can broadcast template based email messages on demand.
• Centralizes complete pipeline management from request, to quote, to order, to fulfillment and payment. All securely accessible from anywhere in the world at your convenience.

 

 

The Sales Management feature addresses the data access control that businesses desire.  Most businesses want to control their staff’s access to contacts, companies, opportunities, commissions, requests, quotes, and orders on a record level.  They also want to control who can assign sales reps and sales teams to Contacts and Companies.  Plus each sales rep and sales team may want to keep their records private.