Mobile Sales Force CRM

Your own web-based customer relationship system

Method Sales Force is a web-based Customer Relationship Management (CRM) system that contains a Sales Centre for ensuring no sales opportunity falls through the cracks, a Call Centre to track and resolve customer service cases, and a Customer Portal so that your customers can view their account online.

Method Sales Force allows mobile access and was designed to be used by, and customized to suit any company that needs to control and co-ordinate marketing and sales efforts performed by their sales staff in the field.

Optional additional modules can include Method Expense Reports, providing a remote interface to quickly enter expenses and submit reports for approval, from the web. Method Professional Services, an accurate, yet simple web-based and customizable approach to tracking time, expenses, budgets and contracts - it is perfect for both planned and ad-hoc services for any professional services company. Method Field Services a fully customizable and web-based system, that gives companies in the Field Service Industry the ability to schedule work orders and route lists, turn completed work orders into invoices and even control unpaid invoices. Method Warehouse, a powerful, yet simple inventory control system, which even includes a MRP (Materials Requirement Planning) Calculator for companies that manufacture goods.

Access Anytime, Anywhere

Method Sales Force Management allows access to the data 24 hours a day, 7 days a week. The company may have sales teams on the field, staff that works from home or even multiple offices. Online access enables staff to work remotely from anywhere in the world, simply by having access to a computer or mobile phone with a web browser and internet access.

Features

Method Sales Force Management Core Features include Customer, Sales and Call Centres, plus Employee and Vendor Centre, and the ability to:

• Create marketing Campaigns, sales Opportunities, scheduled Activities, customer service Cases and Solutions.
• Use List Builder to create phone and email campaigns.
• Ability to remotely view, add and edit customers, employees and vendor information.
• Ability to remotely view, add and edit estimates, sales orders, invoices and much more.
• Allows customers to log into their account with the enhanced CRM Customer Portal.
• Synchronize your contacts with Microsoft Outlook.
• Synchronize in real time with QuickBooks from any web browser.
• Ability to add new fields to existing tables.
• Ability to create and customize screens based on existing tables.
• Customizable templates for all your forms.
• Customizable reports to track sales reps, campaigns and opportunities pipeline.

Want to know more?

Just call us on 0845-544-0858 or use our Contact Us Form to request the visit of one of our Consultants to discuss how Method Sales Force Management can help you to significantly Reduce Costs, while automating the Planning and Scheduling of your Marketing Efforts and Sales Work Force, with a small monthly investment.