|
|
|
|
|
|
|
|
|
Create and share marketing campaigns and sales opportunities. Close deals and convert them into QuickBooks invoices. Dashboards and Analytics help you know who your best customers are, best staff are, and who is falling between the cracks.
|
|
Close more sales deals
Method provides a way for your sales team to share sales opportunities (potential deals) with their co-workers - which helps to close deals if they are on the phone with another customer or away from their desk.
Jump-start your productivity
Give your sales team the tools they need to know which opportunities are ready to close, as well as the probability and value of each deal at a glance.
|
|
|
|
Get sales forecasts at your fingertips
Get a total sales pipeline based on the value of all outstanding opportunities and the probability of them closing.
Customize sales reports
Find out who your best sales reps are by their win / lose ratio, total sales dollars from QuickBooks, and the number of days it takes to win a deal.
Gain insight with dashboards and analytics
Dashboards and Analytics help you know who your best customers are, best staff are, and who is falling between the cracks.
|
|
Create successful marketing campaigns
Create marketing campaigns and tie invoices, sales receipts, bills and checks to determine their success.
|
|
|
|
Send marketing emails and letters with the List Builder
Use the List Builder to send email campaigns, and export specific groups of leads and customers to Excel for mail merge letters. Track the sent email or letter as a customer activity, and create automatic follow-ups for your sales staff.
|
|
|
|
|
|
|
|
|
|