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Optegra SMART.Sales offers a powerful suite of mobile applications that allow sales professionals to stay productive at all times. In or out of wireless coverage and with any device-Palm or Pocket PC PDAs or even modems-field personnel can access and record vital information instantaneously, while in the field or at the point of customer contact.
Key Features
Unified view of critical sales resources
Supplies information from multiple front- and back- office systems in one unified view. Accessible through single login, the mobile interface lets sales-people manage:
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Opportunities |
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Field sales representatives can find, review and update opportunities, including such details as opportunity size, close date and win probability from any wireless handheld device or via modem. |
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Customers |
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Sales personnel can use any phone or handheld device to access and update customer information and account status. |
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Contacts |
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Field representatives can use any handheld device to find and update contact information, including names, addresses and other important details that may reside in ERP or Exchange applications. Representatives can also automatically locate and dial contact phone numbers. |
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Sales Orders |
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Salespeople can quickly search for orders by number, customer or date and can review order details via any handheld device. To confirm the up-to-the-moment status of their orders, salespeople can simply scan the order list for flags that indicate delays, shipments in progress or completed deliveries. |
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Calendar |
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Mobile sales representatives can view and update their personal calendars remotely and schedule appointments more efficiently, which means fewer double-bookings and cancellations. |
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E-mail |
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Users can stay connected to managers, colleagues and customers with all standard e-mail capabilities, such as messages by sender, subject or keyword and creating, opening and replying to e-mails. |
SMART.Enterprise Benefits
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Increase sales force productivity |
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Your field representatives can access key contact and product information at the point of sale, helping them respond to customer's needs and close business faster. With the latest information at their fingertips, salespeople can prepare for meetings on the fly, manage sales orders from the road, update their schedules and communicate via e-mail with the same visibility they have in the office. |
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Improve forecasting |
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Able to access and send up-to-the-minute information via any phone or handheld device, your sales team can update their revenue forecasts from the field-in real time-delivering the up-to-the-minute information you need to improve supply-chain management and reduce costs. |
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Maximise existing IT investment |
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In today's challenging economy, your existing systems must work harder than ever. Optegra Mobile lets your salespeople leverage your current, often under-utilized SFA, CRM and ERP systems directly from the field, for maximum value and faster ROI. |
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Gain a fast path to business value |
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Optegra SMART.Sales is ready to deply right out of the box. The cost-effective software package lets you quickly your sales team up and running with the data access they need in the field to help produce fast, bottom-line results. |
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Expand your mobile application easily and cost-effectively |
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Optegra SMART.Sales is powered by the state-of-the-art Mobility Platform for the enterprise. This secure, open and scalable software provides a single platform for the full range of mobile data devices including Palm and Pocket PC handheld. With its complete set of customization tools, Optegra Mobile solutions expand easily and at minimal cost to meet the changing needs of your enterprise. |
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