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What is Sales Force Automation

Unique About CellarStone Sales Force Automation?

Discover the unique features of CellarStone Sales Force Automation. Streamline sales processes, boost productivity, and enhance customer relationships with our cutting-edge SFA solutions.
Lead Capture Form

Lead Capture Form

SFA starts with automating the lead capturing process from your website and social media accounts.
Lead Assignment

Lead Assignment

Based on certain rules that are very unique to your organization, the lead is first qualified and then assigned automatically to the right sales rep.
Lead Source

Lead Source

The Lead Source and Lead Status are Updated, so that these can be used for later analysis.
Lead Enrichment

Lead Enrichment

As you understand more about your customer, You can enrich the data about the lead and add them here.
Qualified Opportunity

Qualified Opportunity

When the Lead matures into a qualified Opportunity, you move the account (and all its contacts) to the next stage.
Interaction with Customer

Interaction with Customer

All the interactions the sales rep has with the customer against each opportunity (through email, phone calls etc), is updated here.
Opportunity Tracking

Opportunity Tracking

The Opportunity is tracked through the various stages till it becomes a confirmed Order.
Sales Invoice

Sales Invoice

The Order, Sales Invoice and Payment Collection entries that you make in your Quickbooks (or similar accounting software) are integrated here, so that you can view them all from a single place.
Commission Calculation

Commission Calculation

The Sales Commission Formula that is unique to your industry and organization is implemented as custom rules in the system. You can also modify these rules yourself, without any IT support. The system automatically calculates the Sales Commission due to each Sales Rep.
Sales Person Login

Sales Person Login

Each Sales person interacts with the system through his / her own login, views the pipeline, conversions and commissions from a single place.
Dashboard

Dashboard

Team Leaders, Head of Sales and CXOs, each role will get their own dashboard views and canned reports. They can even build their own custom reports using simple drag and drop.
ROI Analysis

ROI Analysis

You can analyze ROIs and optimize your Sales and Marketing Processes all from a single place.
Summary

We ensure that the various software tools are tightly integrated to automate all your sales processes end to end. This means your sales people can focus more on selling.

  • Increased Productivity
  • Faster Response to Customers
  • Organization wide Unified View
  • Drill Down to each Sales person and each Customer
Comprehensive Solution

Cellarstone will spend time understanding the unique needs of your team, and then provide a comprehensive solution that includes licenses, integration services, implementation services and support services, all for a single price, known upfront. No surprises.

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