Insight for Sales Strategy
Features
Easy to Use
Because your time is valuable, Insight for Sales Strategy was designed to provide maximum benefit from the start. No training is required and all of the instructions are dynamically shown as you progress through the program.
Strategy Reports are Generated Automatically
A report detailing the strategic issues is automatically generated for each sales opportunity. You will gain the insight you need to plan out your next move. In addition to the strategic report, your forecasted sales are presented in an Excel compatible spreadsheet.
Automated Roll-up of Pipeline to Management
When it is time to send your forecast to management all you have to do is use the “Send To” feature built into Insight for Sales Strategy. Your manager will have all of the strategic and financial information necessary to make projections and help you close more sales.
Charts Your Forecasted Sales
3D color charts provide you a visual look at your pipeline. You will know the health of your pipeline and what to expect from commissions.
ACT! Integration
Add the power of Insight for Sales Strategy to your ACT! database. Any of your contacts that are part of your forecast can be imported so you don't have to enter the same information twice.
Customize the Sales Process and Analysis
The sales process can be customized to fit your company's individual methods. You can also choose to ignore risk factors providing you a customized analysis.
| 
, Austin, Texas 78728
Fax: (512)251-4401