Sales force automation

Know what lead sources actually yield results

The integrated E21 ERP CRM software solution allows manufacturers and distributors to capture where each new business opportunity originates. Each prospect can be associated with a lead source that is maintained with the prospect through conversion to a customer. With built-in business intelligence and reporting, organizations can analyze the makeup of their lead sources over time and the lead sources responsible for their current sales pipeline.

Track sales rep activities at each step of the sales cycle

Your sales procedures may vary based on the type of prospect. For example, selling to a wholesaler may follow a different approach than selling to an online retailer. As such, E21’s sales force automation software provides the ability to create multiple sales processes and assign a sales process workflow to a given prospect or customer account. Each sales workflow framework captures all sales rep activities, follow-up tasks, notes, and action items directly into the CRM solution, providing enterprise-wide visibility into each prospect and customer interaction. Moreover, an event logged against a given account can trigger the sales workflow and automatically move an account from one step in the sales process to another, which may trigger another user to take action on the account.