SALES FORCE AUTOMATION

By automating your company's sales efforts, you can efficiently forecast, track and fulfill orders and customer interactions; analyze sales forecasts and competitor trends; manage sales cycles and communicate with sales representatives both in the office and on the road. These services, known collectively as Sales Force Automation (SFA), use technology to reduce administrative work and increase sales team productivity.

The Mobile Sales Force solution from Paxtar puts important sales information directly into the hands of the right people. It provides customized leads/opportunities, account, contact, and activity and assignment information to a variety of mobile devices enabling sales executives to:

  •  Manage and share contact information across sales
     teams while in the field.

  •  Review account information, including contact,
     activities, orders and opportunities.

  •  Easily view and manage individual activities or
     activities associated with a specific account, contact
     or opportunity.

  •  Assign key sales leads to sales team members.

  •  Remotely update revenues, sales stages and close
     dates.

  •  Drive Sales Administration Efficiency

  •  Back at the office, Paxtar's Mobile Sales Force solution
     provides fully integrated customer information to sales
    and marketing personnel. Your sales administration
    team can:

  • Add new contacts and update contact information
    remotely, eliminating the need for redundant data entry.

  • View work load based on account and opportunity
     rankings.

  •  Run reports on outstanding orders and important sales
     leads.

  •  Access a 360-degree view of a customer account.

The Mobile Sales Force solution from Paxtar can help you maintain your distributed assets, or manage complex construction projects by improving communication between your management center and field service teams.

Your field service team is the “face” of your business. They need real-time information to understand the nature of a problem before they arrive. They need access to continually updated manuals and training at the point of need. And they need a secure way to communicate with headquarters to provide on-the-spot assessments and submit time reports.

With Paxtar's Mobile Field Service offering, field agents using a variety of hand-held devices, including ruggedized devices for heavy-duty work situations, can:

  •  Receive real-time work orders with rich information
     from all enterprise systems.

  • Receive “clippings” of GIS data for the area appropriate
     to each work order.

  • Capture any asset or job completion (e.g. timesheets)
   data with configurable templates, including in-field data
   validation.

  •  Send and receive graphical attachments to work
     orders, including schematics, maps or digital images.

  •  Provide office with real-time status of each crew and
     each job.

  •  Access corporate intranet materials for operations
     procedures, health and safety material, manuals and
     enterprise news.

  •  Improve Centralized Work Supervision Capabilities

Paxtar's Mobile Sales Force solution, particularly the real-time work management capabilities, is equally useful for centralized staff.

Functionality includes :

  •  Advanced data searching capabilities, with search
     criteria to easily locate and match suitable crews and
     work.

  •  Integration with state-of-the-art scheduling packages
     for advanced, algorithm-based auto scheduling.

  • Appointment booking and slot-based appointment
     management.

  • Crew data management, including technician skills,
     shift patterns and availability.

  • The ability to generate new work notifications.

  • Real-time alert notification and management (e.g., crew
    is over- or under-loaded, appointment is in jeopardy,
   health and safety of crew may be threatened).

  •  Real-time status updates on all crews and work.

Paxtar's mobile sales force application gives businesses the upper hand with their sales data. Comprehensive and easy to customize, Paxtar empowers companies to manage people and processes more effectively, so reps can close more deals. With Paxtar's mobile sales force solution, reps spend more time selling and less time on administration.

Comprehensive on-demand SFA:

Loved by the Sales Force

Reps need solutions that make their jobs easier, not more complicated.

Paxtar's Mobile Sales Force solution gives them fast access to data, online, offline, and via mobile devices and links easily to popular tools like Microsoft Office and Outlook . Paxtar's Mobile Sales Force solution is the one every sales rep will love and use.

Critical for Sales Managers

Managers need visibility into the activities of their reps and insight into where they stand with their pipelines. Paxtar provides powerful opportunity management , forecasting , reporting , and customization capabilities, so sales managers can be confident their teams are producing at their full capacity.

Trusted by Executives

Executives need accurate information so they can evaluate their company's past performance while looking ahead to the future. They want to answer critical business questions quickly without sifting through reams of data. With the powerful analytics and customizable dashboards that Paxtar provides, executives have the real-time information they need to be effective.