Web Based CMS Sales System

FAQs

Q: How can the Web Based Sales System help my sales staff manage sales opportunities?

A: The CMS Sales System module integrates completely with our Case Management System to provide a cohesive environment for managing sales opportunities and sales leads as well as researching contact information for current contacts.  You manage sales opportunities as you would cases, by entering steps and actions. By identifying steps necessary to track an opportunity and actions necessary to convert it to a sale, your sales staff remains productive and important sales leads don’t slip through the cracks.

Managers can see at a glance what sales representatives are working on. See instantly which opportunities are going to be financially beneficial, and which opportunities are not panning out or not receiving enough attention. 

Q: How does the Web Based Sales System help my sales staff convert sales opportunities into sales?

A: The CMS case management model is employed in the Web Based Sales System. By breaking the sales opportunity into the necessary steps to convert it into a sale, it is easy to implement actions against each step and move the opportunity in the right direction.

      At any point in time, sales staff has quick access to the status of each opportunity and can see which ones are on the brink of conversion. They can likewise see which ones require more action to bring them to fruition.

Q: Can remote sales staff access all the same information as local sales staff using the Web Based Sales System?

A: Because CMS is a web based system, all of our modules, including the Sales System, are accessible 24/7 wherever you have an internet connection. Because the system is password controlled, users can access all the same information no matter where they log in from.

There is no client application to load, so sales staff can log on at an airport, at an internet café and enter up to the minute sales status or look up a contact, track an activity and communicate with points of contact.

Q: Can managers run reports to see what opportunities are close to conversion?

A: Web Based Sales System provides summary reports on all opportunities. You can track status, steps taken and next steps for every opportunity.

Q: I often have paper notes and hard copy documents relating to an opportunity. Can I attach those to sales opportunities collection cases?

A:  Web Based Sales System lets you store all documentation related to a case. You can scan in hard copy documents and attach them to your sales opportunity notes. When you are ready to convert the opportunity to a sale, you will have documentation already in place to support the case.

Q: How long will it take me to train my staff on how to use Web Based Sales System?

A:  All CMS interfaces are easy to use and intuitive to follow. New employees, or employees new to CMS or the Web Based Sales System module, will be able to start using it right away. Over time they will become increasingly more efficient at managing steps and actions necessary to track leads and opportunities and improve the conversion to sales ratios.

Q:  In addition to Web Based Sales System how else can CMS help my organization?

A: CMS offers modules to support every aspect of your business. We offer the following modules:

·         Case Management System (CMS)

·         Investigation Case System

·         Collection Case System

·         Sales System

·         Project System

·         Letter System

·         Financial System