In today’s competitive business landscape, businesses need the most efficient and effective way to market to, sell to, and service clients. CRM, or Customer Relationship Management, is the business processes and software that enable collaboration, performance improvement, and better business visibility across all customer touch points. If customer relationships are an important asset to your business, then effective CRM strategies and software are key.
Fusion CRM is a powerful web based CRM system which enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect. It reduces time-consuming, repetitive tasks and allows for more effective allocation of resources within your company. It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office. Fusion CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports.
Sales Force Automation
Sales Force Automation (SFA) is an important CRM function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.
Forecast module in Fusion CRM helps an Organization to predict and plan the sales cycle from Pipeline to Closure, thus helping in making managerial decision, identify peak and lean periods and facilitate in better Sales pipeline management.
Forecast for a time period is the sum of all Opportunities expecting to close in that time period. Forecast Amounts are categorized as Pipeline, Best Case, Commit, Closed and mapped to Opportunities based on the sales stage. Forecast is predicted based on the opportunities owned by Forecast Manager and his subordinates reporting to him.