Lotus Notes Domino SFA Solution
Prospect Tracker is a Lotus Notes Domino SFA solution which streamlines the collection, management and tracking of opportunities, and also serves as a central repository for marketing literature and sales tools. In addition, Prospect Tracker's integration with Customer Tracker allows prospects to be rolled into a customer database painlessly.
The Advantage of Lotus Notes SFA
By leveraging the Lotus Notes / Domino platform that is already in place, Prospect Tracker is a comprehensive SFA platform that is easily installed, deployed and adopted.
For a look at how this SFA solution might fit in your organization, visit our Prospect Tracker Roles and Responsibilities page for examples of its impact on typical salespeople and sales managers.
- Improve Sales Workflow
- Automatic notifications of lead assignment.
- Create tasks with automatic notifications of assignment as well as completion.
- Manage tickler lists and add prospect activities to the Notes Calendar, with optional reminders.
- Automatic email notifications of forecast changes, with a link to lead document.
- Create personalized views of prospect activities, schedules and contact information.
- Displays managers' or individuals' views of action status.
- Simple, Secure Lead Management
- Gather new leads from the Web, import batches from Lotus or Excel spreadsheets, or enter new leads individually.
- Hand off leads to your sales team.
- Create multiple lead repositories, and move leads among them as needed.
- A secure, searchable lead database. Managers can review all opportunities, while sales people can only touch leads assigned to them.
- Review sales projections and pipeline data, activity logs, work pending and win - loss reports.
- A Productive Work Environment
- Central location for marketing documents and templates for proposals, quotes and related correspondence.
- Online sales discussion forum.
- Mass mailing and mail merge functionality based on selection criteria.
