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eContrack Sales & Marketing
records the basic details of projects including their name,
location, description of work, start and end dates and value.
Projects can be categorized for reporting and analysis purposes.
Each project can be broken down the sales opportunities that
arise, and each sales opportunity can be independently owned
by a business unit and assigned to a salesperson.
Companies with an involvement in or an influencer over a project
can be linked to the project and their roles defined. The
performance of these companies (professionals / suppliers
/ subcontractors) can be measured and the data collated.
Sales Opportunities
eContrack Sales & Marketing records details of the sales opportunities
that arise on each project, the types of sales opportunity
are definable by the user. It holds basic details of each
opportunity (status, value, order date, staff member responsible
etc).
All activity on sales opportunities can be logged, cross-referenced
to the companies/contacts involved and enable you to take
control of the sales process (especially where different parts
of your organisation can be interacting with the same client).
All this data is also a rich source of management information.
eContrack Sales & Marketing supports the issuing of quotes
against sales opportunities. Quotes can be logged, monitored
and analysed throught the quotation process. The actual quote
documentation can be attached and filed for archival or for
easy access and retrieval by all users with appropriate access.
Quotes
eContrack Sales & Marketing keeps track of the quotes issued
against a sales opportunity. Quote records can be raised which
detail information such as the reference, who was quoted,
the status of the quote, the type of quote, the value, etc.
Electronic quote documentation can be attached to each quote
record to provide a powerful cross-referenced filing system
that is easy to access across your organisation.
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