Transform the way you manage and drive your sales with Vision 365 SFA, the ultimate solution designed to streamline every aspect of your sales process. From lead tracking to performance analysis, our SFA software automates key tasks, empowering your team to focus on what matters most-closing deals.
Lead Management
Capture, track, and nurture lead with ease, ensuring no opportunity slips through the cracks.
- Capture lead from various sources – manual, bulk upload or any other sales channel
- Find a lead and track the lifecycle until delivery
Opportunity Management
By centralizing data on potential deals, the software provides sales teams with tools to monitor leads, assess deal progress, and prioritize high-value opportunities. The software enables better decision-making through analytics and reporting, helping teams improve their win rates, shorten sales cycles, and increase overall revenue.
- Generate opportunities from qualified leads or directly
- Automatically generate sales order based on opportunity details
- Define opportunity details at sales item level and monitor each item's progress throughout its entire lifecycle
Quotation Management
Streamlines the process of creating, sending, and tracking sales quotes. Enables businesses to generate accurate, professional quotes quickly, reducing manual errors and saving time through customizable templates, pricing automation, approval workflows, and real-time tracking of quote status
- Generate different quotes from opportunity, taking all the existing information
- Access the complete history of a quote in a single location
- Specify detailed quote information at the individual sales item level and monitor each item's progress throughout its entire lifecycle
Collaboration and automation tools
Enables teams to work together seamlessly by providing tools for communication, file sharing, and task management. It facilitates real-time collaboration, allowing users to collaborate on documents, track project progress, and share updates in a centralized platform. Key features include messaging, shared workspaces, and integration with other productivity tools.
- Collaborate with team through cases, activities and post at entity level
- Collaboration and approval workflows
- Consolidate entity associated documents in one place
Enterprise level integration
Enables seamless connectivity between diverse systems, applications, and data across organization. It ensures smooth data flow, eliminates silos, and optimizes workflows by integrating critical business functions such as CRM, ERP, and supply chain management.
- SFA module is fully integrated with the company revenue budget
- SFA is fully integrated with all Vision 365 modules and components
- Opportunity or quotation items can be linked with product catalogue