Vertical Modules > CRM (Customer Relationship Management), Sales Force Automation

In any company, the management of prospective customers is critical to ensure a steady

flow of revenue to your company. With TaskHub's CRMSFA, you can maintain prospect

and competitor information so as to strategies on that next step to take, that will take you

closer to closing the deal. TaskHub's CRM is uniquely suited for your lead management

and Sales Force Automation (SFA) needs and caters for a global anywhere, anytime

workforce.

• Opportunity/Partner Repository

Maintain prospect/opportunity information in a central repository. Enjoy

anytime, anywhere availability of the prospect information. Easy, real-time

access ensures that where-ever you are in the world, you can have access

to the information you need to seal the deal.

• Prospect Summary

At a glance have, all status of your prospects through a summary screen,

able to drill down to individual prospect management screen to view and

update information.

• Maintain Multiple Opportunities For A Prospect

TaskHub is able to maintain multiple opportunities for a single prospect. And

in that single opportunity, you can also sell multiple types of products. Eg:

For a Toshiba prospect, you may have 2 opportunities to sell Printers as

well as Monitors, in that Printer opportunity you are able to sell multiple

types of printers.

• Clear Visibility Of Expected Profit

Provides you with real time costing of every opportunity that you are

following up on. Every activity,costs and time spent on a lead can be

tracked and monitored. Find out if it is still worthwhile to pursue a lead.

• Sales/Marketing Process Monitoring

Be acutely aware on the next action and step to take to advance the

opportunity. Be updated on the progress of a sales opportunity through a

stage by stage sale process. Easy updating of the lead by ticking the

completed phases, have complete overview of all the required stages to win

the opportunity.

• Competitor Analysis & Repository

TaskHub allows you to maintain competitor information for every

opportunity. Maintain up to date competitor information about the likes and

dislikes of the competitor.

 

Complete with competitor analysis for the user to identify competitor's

weaknesses and strengths and the steps needed to overcome any hurdles

to close the deal.

• Opportunity Activity/ Follow Up Action Log

Maintain logs of all activities taken during the course of meetings with the

opportunity. TaskHub will maintain a record of all outstanding tasks and if

needed prompt you before the due date of a task. Never miss a meeting,

forget a sceduled call or a promised deliverable to a prospective client. By

reviewing past tasks, you can strategies on your next move.

 

Also allows you to keep a follow up log on the next course of action. Be

updated with the latest action needed and never miss out on executing that

action especially when juggling multiple leads at a time.

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