RedHorse CRM helps with Sales Force Automation - Here is how

SFA/Sales Automation

The Sales Department of any business has the most direct impact on business survival. The Sales Force Automation Software in RedHorse CRM brings unparalleled benefits to your business operations. Your sales department can dramatically increase its efficiency with RedHorse CRM’s sophisticated sales system which provides all the tools necessary to close sales. It handles all associated activity and record keeping functions seamlessly, providing sales people with fast order entry, order management, customer information, handling of commissions and profit analysis as well as maintaining management’s flexibility to set boundaries.

Increase Profitability
To achieve peak performance, sales teams need easy-to-master tools which provide accurate and effective results that translate into increased revenues and profitability. RedHorse CRM includes the features salespeople need to provide a consistent approach that drives sales.

Capture and Qualify Leads
Profitable sales begin with qualified leads. RedHorse CRM allows you to import data from lists or capture leads from a web site. Track inquiries and route leads to qualified representatives or partners. Then create automated workflow processes to distribute literature and schedule follow-up activities.  To help ensure consistency and appropriate resource allocation, RedHorse CRM allows you to set conditions that must be met before opportunities advance to later sales stages.

Collect contacts from every aspect of your business software
With RedHorse CRM Software in place, your contact list is always up to date because it is fully integrated in real-time. With powerful features not found in stand-alone contact manager systems, RedHorse CRM is completely plugged into every part of your business- that means your contacts can be associated with, and linked to, quotes, account records, orders and even invoices.

Every business function is connected, your accounting software, product listing, proposals, marketing action, and many more. No longer will order fulfillment be delayed or lost because your sales people use a separate contact manager that is not connected to their order entry system.

Manage Accounts and Contacts
With RedHorse CRM, sales professionals can manage customer accounts throughout the sales cycle. Capitalize on a comprehensive view that includes contact information, correspondence, opportunity and forecasting data, literature and presentations, quotes, orders and post-sale service history, to build lasting relationships and profit from cross-sell and up-sell opportunities.  RedHorse CRM provides a true 360-degree view, allowing a contact’s relevant back-office financial information to be viewed directly.

Avoid double entries with RedHorse CRM business software
With RedHorse CRM you can track your vendor contacts as well. Since the system is integrated, there is no need to re-enter information in two places. On top of the standard features such as appointments and to-do tasks associated with contacts, your sales team can set up tasks, appointments, and reminders that are associated with quotations, orders, and invoices. If your sales professionals need to check availability of resources , RedHorse CRM's calendar system quickly lets them visualize the availability of other staff members individually or by group, all color-coded on the same calendar. The calendar view allows you to manage your time, you can even print it out to take with you when your on the go.

Forecast, Plan, and Strategize
Sales Managers can rely on RedHorse CRM to get real-time answers about sales reps’ activities and pipelines. Manage multiple product pipelines, each with their own sales stages, to better plan and position to meet company goals. With competitor intelligence features, identify strengths, weaknesses and past performance to gain a competitive edge. With every lead captured in the system, linked to the marketing action that brought them to you, managers can report back to the marketing department which campaign or marketing message is effective to gain more new business.


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RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!