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eSalesforce Module —
Sage MAS 500
The newest Sage MAS 500 ERP module, eSalesforce, will
empower your salespeople with a
level of efficiency,
productivity, and customer service that is sure to boost
sales. With eSalesforce, you
can keep your sales team in
the field and help them maximize their selling
opportunities.
eSalesforce
empowers your salespeople with
real-time
remote access to critical customer account
information and
the ability to perform essential sales activities,
including
placing orders, checking order and shipment
status,
as
well as managing invoicing, payment, and credit history.
Downtime
turns into uptime when
your sales team has
remote access to their
accounts. Whether you’re on the
road, in flight,
or at
home, eSalesforce ensures that you
can keep up with
new
opportunities, manage forecasts,
and
review sales and
commission results. |
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Features: |
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Sage MAS 500 eSalesforce provides an unbeatable lineup of powerful sales
applications. All information and activities displayed in eSalesforce can be easily
customized online to meet each salesperson’s specific needs. |
|
Activities that can be listed in eSalesforce include meetings and appointment
reminders, and to-do items that are relevant to a specific salesperson. |
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Upcoming Opportunities shows accounts that are likely to place an order and the
probability of receiving that order. It also displays the total amount of the transaction,
as well as a weighted amount based on the likelihood of the order being placed. |
|
The eSalesforce module empowers salespeople to track their own revenue and
earnings goals by giving them anytime, online access to their sales, margins, and
commissions for each sales period. |
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| To keep up-to-date with recent customer orders, the salesperson can quickly see the
orders placed and their status. Salespeople can provide value-added service to their
customers by letting them know the status of an order and the total of each order.
Salespeople can also pull up a specific sales order from the screen to display the
details of the order. Orders are entered and managed through the Sage MAS 500
accounting and distribution applications, or through the Sage MAS 500 Web-based
applications, eSalesforce, and eCustomer. |
To keep up to date with shipments to their customers, salespeople can quickly see the
shipments recently made to their customers, including the carrier and tracking
number. Salespeople can provide value-added service to their customers by letting
them know the status of a shipment simply by clicking on the tracking number and
viewing the shipment status with the carrier. Back-order status down to each
individual line is also accessible through eSalesforce. |
Salespeople will have instant access to their customers’ account status, including
credit limit, total outstanding orders, account balance, and available credit. From this
summary list, a salesperson can view more detailed information relevant to that
account, or place orders for that account. They can also drill down to invoice and
payment history for their accounts—even check specific payments and credits against
a given invoice. |
| As sales opportunities turn from forecasts to actual orders, remote salespeople will
have the ability to transfer these orders from forecasts to actual sales through the
eSalesforce module. |
| Organize, analyze, and graph customer sales history, sales rep commissions,
customer returns, and other key sales-related data within the Sage MAS 500
database. |
| E-mail-based alerts can be set up to notify sales when a customer's account is past
due or exceeds their credit limit, or when a quote is due to expire. Similar alerts can
be developed to notify sales when customers place orders, or return merchandise, or
to learn about new sales promotions and pricing changes. |
Web reports are another way for remote salespeople to remain connected to their
accounts. Web Reports can be accessed through secured web browsers, providing
remote salespeople with access to critical customer account information, sales order
information, inventory availability, pricing, and other critical data stored in the
Sage MAS 500 database. |
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Overview: |
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Access critical account information
online anytime. |
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Expedite customer credit applications. |
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Place orders online. |
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Check status of orders and shipments. |
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Track payment, billing, and credit
information. |
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Review sales goals and commissions. |
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eSalesforce - printable download of this page (PDF 547
kb) 
