Neocase CRM—Sales Automation Solution

Neocase Sales Automation Solution provides sales organizations with a comprehensive set of tools that automate, simplify, and manage the entire sales cycle from marketing lead to customer. By integrating all the functionality of Microsoft Dynamics™ CRM 4.0 sales and marketing with Neocase Customer Service, the Neocase CRM sales automation solution gives your sales force centralized pipeline visibility to better understand and meet the needs of your customer—creating a complete closed loop sales process for new and existing customers.

Neocase Sales Automation Solution Benefits:

• Improve customer satisfaction and increased profitability.
• Quickly and effectively manage contacts, accounts, leads and tasks.
• Optimize visibility into sales and marketing opportunities and deal pipelines.
• Analyze and track performance of individuals and teams.
• Automate generation of pitch letters, proposals and sales contracts.
• Forecast more accurately and make more informed decisions.

Neocase Sales Automation Solution Features:

• Opportunity management

  Convert leads to sales opportunities, and track them throughout the sales cycle with customizable workflow rules.

• Sales management

  Use customizable workflow rules and selling methodologies to track and close sales consistently and efficiently.

• Quotes

  Create accurate quotes using a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.

• Order management

  Convert quotes to sales orders that can be modified and saved until ready to be billed as invoices.

• Sales force management

  Measure sales performance and credit opportunities against a salesperson's individual quota.

• Collateral

  Create, manage, and distribute sales and marketing materials, including brochures, white papers, and competitor information.