Sales

The Sales Module helps you manage all of your sales activities. Because of the division in areas, you get a clear view on your account managers’ results. Objectives and financial developments are easy to follow, and you are able to examine which opportunities have to be treated first.

Opportunities are monitored, overviews reflect the status of every sales opportunity and the entire sales forecast. Graphical reports show you the turnover pipe line and you can focus on those opportunities that matter today!

The Sales Manager gets a clear overview of all the opportunities and together with the Quota Manager, quota’s can be granted. Together they can also compare the sales forecast and effective sales with the postulated objectives.

Within the Sales Module – like everywhere in Efficy - there’s the possibility to add custom fields.