My CRM Tools
Sales tracking tool
Challenge
Allow an administrator to track agents through the sales process
Solution
Created an online portal with role based authentication allowing for creation of tiered levels of sales agents accounts. Providing a tracking tool for agents to communicate with prospects and track interaction as well as a calendar to schedule follow up communications. Admins can assign leads and use document management section to update materials used by agents in emails and communications. All interaction with prospects is tracked so performance assessments can be made
