Sales Relations Manager

Sales Relations Manager (SRM) is a full sales tracking package that is based on time proven service sales processes. Perfectware’s SRM module is unique and designed to guide your sales team through the sales process from suspect development to a closed sale and turnover to operations. Managers will have greater visibility over the activities of their sales team, and be able to manage and forecast future sales easily with this tool. Drill down reports allows for quick answers and follow up to clients.

Sales Cycle Management has never been easier to track. Each event in the pursuit of a sale is recorded, allowing management to focus on sales team improvements quickly. All information is at your fingertips for the entire company – all the time! Additionally, no data is lost due to sales turnover or transition.

Creating a proposal and completing the sale documents are created and stored within the system, and can be electronically sent to administration and operations, providing a smooth transition. Reporting and tracking of sales volume, incentives, quota vs. actual reports, and much more are automatically reported within the system.

Managing a sales team, whether in one location or multiple cities is easier when you use Perfectware’s SRM!

Built in Sales Tools

  • Track thousands of companies, contacts, sales opportunities
  • Never lose the data you paid for again
  • Location web maps
  • Integrated email tracking
  • Call Reminder morning Notification
  • Future Follow up Reminders
  • Pre-formatted Proposal Documents
  • Electronic Filing of Sales Forms
  • Electronic estimating storage
  • Quick distribution to multiple people, locations
  • File storage for standardized literature

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