CRM & Sales Force Product
BSI - Sales Planning Module Extensive Data Analytics BSI Connector Business Systems BSI Summary BSI Sync General Features BSI Overview
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Sync Business Operating System Information to Tour de Force CRM.
Update and synchronize key financial and sales data for all Active accounts within Tour de Force with your Business Operating System information with an automatic process on a nightly basis
Easily Compare Actual vs. Goal.
Sales Planning capabilities to allow set-up and publishing of annual sales, margin and profits goals for all Accounts with daily updates of Actual vs. Goals.
Key Data Offline.
Ability to take key sales data offline with synchronization process
Reporting & Exporting to Excel.
Generate POS reports by product grouping. Quickly generate virtually any type of sales report within Excel using Tour de Force's Advanced Export module. Don't wait until the year is over to see how you are doing with each Account versus the goal you set to start the year. Using the Advanced Export Module , you can create daily exports using the exact sales data you want and in the format you need.
View YTD Sales Activity, Expenses, & TCO of each Account
If your company is using the Sales Activity module of Tour de Force CRM & SFA, you will get a snapshot view of the YTD Call Hours in a summary field, allowing you to see how much time is being spent on each Account and what the sales results are. This information provides an excellent snapshot of the overall Total Cost of Ownership (TCO) of each Account.
Detailed Gap Analysis.
Perform detailed gap analysis within a product/revenue group to identify sales/conversion opportunities that exist within a customer.
Sales Summary.
Combine actual sales history with the sales activity performed within an account for a particular product/revenue group to identify key focal areas for future sales activities. No more asking for sales reports and waiting days to get a static report that's not quite what you were looking for.
Perform Detailed Analysis.
Perform detailed analysis for the entire company by sales territory, individual, branch, or region of sales performance within a specific industry, industry category, SIC or NAICS code, or any other field that is used to specify an Account record in your system.