SutiCRM Sales Force Automation (SFA) automates business tasks from lead generation to sales forecasting. It includes Contact Management, Opportunity Management, Lead Management, Reports, Dashboards, Territory Management, and more. SutiCRM helps you collaborate with your team to effectively achieve sales targets.
Create and embed customized web forms on your website. Track leads from web forms while automatically capturing them into SutiCRM. Assign leads to the appropriate salespeople based on specific criteria such as geographic region, activity, and more.
Opportunity management enables sales teams to collaboratively close deals faster by sharing sales information, tracking deal progress, updating deal information, managing opportunity milestones, and recording deal related information.
Simplify the complex sales structure and analyze sales patterns of each territory through customer segmentation.
Define periods for quotas and track progress at the representative, group, account manager, and administrative levels.
A graphical representation of sales performances provides a real-time snapshot of day-to-day operations of the sales pipeline. Track your sales team’s performance and predict sales with real-time dashboards. Get a comprehensive analysis of your sales pipeline stages for improved decision making and increased profitability. Track the sales conversion rate based on geographic location, territory, region, and duration.
Generate sales orders and send invoices to customers against the purchase orders received.
Account management helps organize your client interaction in a single view.
Track the history of each account and analyze opportunities for upselling or cross-selling products/services.
Share marketing collateral, email proposals, and confidential documents with your sales team based on role.
Define access rights, enforce data sharing rules, share CRM data, and enable data sharing among individuals or groups.
Keep track of each stage of the sales process, share insights, and collaborate with your team to achieve targets. Quickly find specific information using filters.