Sales Force Automation (SFA) is an important CRM function that streamlines and enhances the operations of your sales team. SFA includes the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.

Mx-CRM supports a number of different aspects of Sales Force Automation.

Sales leads are a vital resource for sales and Mx-CRM offers sales teams a full range of lead management functions.

• Manage leads end-to-end (from creating leads to converting them into
• (opportunities) Capture leads directly from your Web site and transfer to Mx-CRM
• Customize online lead form as per your organization requirements
• Import leads from external sources, such as trade shows, seminars, direct mail etc
• Add multiple products to the leads
• Qualify leads to next stage based on information captured in lead details
• Convert leads into sales opportunities, accounts, and contacts with a single-click
• Lead conversion mapping for all the custom fields
• Create fully customizable lead reports
• Export leads to spreadsheet software, such as Microsoft Excel

Opportunity Management is another important sales function covered by Mx-CRM. Opportunities are labeled Potentials in Mx-CRM. MX-CRM includes the following features for Opportunity Management:

• Track all sales opportunities end-to-end in a sales cycle
• Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
• Generate quotes, sales orders, and invoices from the potentials
• Create fully customizable opportunity reports
• Export opportunities to spreadsheet software, such as Microsoft Excel etc.

• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up selling and cross selling
• Create fully customizable account reports
• Export accounts to spreadsheet software, such as Microsoft Excel
• Attach customer-specific documents to accounts for a quick reference in future

• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
• Export contacts to spreadsheet software, such as Microsoft Excel etc.

• Add all important customer-related e-mails to Mx-CRM for quick reference in future
• Store all the details of customer meetings and calls in a n intuitive calendar
• Manage daily tasks of the Mx-CRM users to have a streamlined sales process

• Pre-build reports for sales force automation
• Sales pipeline analysis by stage
• Monthly Sales pipeline analysis
• Sales opportunities by lead source
• Drill-down the dashboards by time and opportunity stage