Opportunity Tracking
The Opportunity Tracking System enables a sales and marketing rep to track his/her opportunities and leads throughout any customized cycle. Information such as lead source, projected close month, and total potential revenue can all be entered and subsequently utilized in searches and in reports (such as sales and lead projections). In addition, leads are distributed immediately to the appropriate sales rep so no opportunity is missed.
The Opportunity Tracking solution captures all of the critical elements of a sales opportunity for organizing, tracking and analyzing deals such as:
The stage of the opportunity.
Is it new or repeat business?
What is the probability for closing the deal?
What is the potential revenue?
Is there recurring revenue implications?
Who is the lead contact?
Is the opportunity focused on a single contact or a company account with multiple contacts?
Did we win or lose the deal? Why?
Virtually all of these elements are customizable to make the sales process and opportunity tracking fit your business.
Follow-Ups
Maintain a listing of everyone you need to touch base with today. Follow-ups are both date and time sensitive, for example if someone says call me back after lunch, the follow-up will only show up on your screen after the appropriate time. Full KPI’s and agings are available to track the follow-ups in the funnel.
Campaign Management
Adjutant’s Campaign Management module allows the targeting of customers and prospects using various forms of media. You may target through an unlimited number of options including geographic territory, company size, past sales, or type of business. After a group has been targeted, you can then contact the group through automated emails, telemarketers, direct mail, or on-site visits. Manage the progress of the campaign by using digital dashboards and key performance indicators.
Address Book
Adjutant’s unified Address Book is a comprehensive module that manages your sales prospects, customers, vendors, inventory owners, contacts, employees, and everyone else affecting your business. The Address Book is a foundational module in Adjutant; it is integrated with all other modules and supplies the organization and contact information for the entire system. Every contact is either an Organization or a Person. Attach notes, documents, pictures, etc. to any person or organization. Wide-ranging and in-depth drill-down tools make finding information on any organization a simple task.
Email Templates
Save time by setting up pre-defined email templates to populate the subject, body, and signature of emails sent from the various modules in Adjutant.
Notes Inbox
Adjutant allows you to easily forward emails and notes from anywhere and any device. Simply forward an email with or without attachments and Adjutant will automatically put that note in the CRM, detach any documents, and store them in the document vault. Adjutant will search and match the email addresses in the email with people that are stored in the CRM so they attach to the correct prospects or customers.
Distribution Lists
Start each day knowing that the right people will get the right reports by utilizing Distirubution Lists. This feature allows setting up multiple contact records on a single list that can be selected during Automated Report setup.
Auto-Processing
Set up key reports to be sent out automatically to make sure the right people have the right information at all times.
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