All sales departments know that one of the keys to success revolves around a comprehensive system to track leads, opportunities, contacts and quotes. Yet the sales process for each company and perhaps each product line is unique. What happens at each stage of your sales process? When, where and how does the next step happen … and how do you know it happened?
Let HighOrbit automate your sales process, giving sales staff and managers a bird’s eye view of all opportunities and where they fall in your sales cycle. But it’s not just a matter of looking at the opportunities … it’s a proactive system to spark the next action to get that prospect to the next step in process. HighOrbit is different from – and much more than – a CRM system used for contact management. The strength of HighOrbit lies in the workflow it creates to get a contact from prospect to client:
- Create a process in HighOrbit to follow your unique sales cycle. It’s simple for anyone – even someone without knowledge of IT – to set up.
- Assign timelines to each step in the process based on your sales cycle to maintain the appropriate level and frequency of contact with prospects.
- Assign tasks associated with the sales process. Does a letter need to go out at a certain time? Does a phone call take place? Write it into the process and assign it to the responsible party.
- Track the progress of each task for enhanced forecasting and greater accountability. Management sees completed and overdue tasks!
 Best of all, HighOrbit is a fast, easy and affordable solution that can either serve as a CRM system, or complement a sales force’s existing CRM. In addition to tracking prospects, HighOrbit can also deploy workflow for all customer-oriented processes including:
- Customer Setup
- Order Fulfillment
- Shipping & Invoicing
Automate your sales department with HighOrbit today. Sign up for a free 45 day trial, or contact a HighOrbit Process Management Specialist.
You can find a number of brief case studies, including those related with Sales & Marketing at HighOrbit Case Studies. Visit our Resource Center for a variety of user and technical information. It includes tutorials, guides to best practices, starter kit process documentation, and FAQs.
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