Universal Business Systems, Sales Force Automation

Harness technology to manage the sales process.

Sales Force Automation (SFA) � is a fully integrated sales and contact management solution. Your sales, merchandizing and management team have the ability to access and manage critical sales information using a laptop computer or Pocket PC or Palm-powered PDA device. Data is passed both to and from the remote device to the UBS system in an encrypted and compressed format. It is automatically synchronized and updated, insuring that the information is timely and accurate. Customer satisfaction is maximized and the sales process efficiency is increased through instant access to account activity and sales history.

Place technology in the hands of your sales force

	�	Create new prospects, view existing accounts or modify existing records
	�	Create quotes or edit existing quotes
	�	Create new sales orders or view open orders
	�	View product record information
	�	View or use customer specific pricing, last price or list price
	�	Check on product availability and on-hands
	�	Check on accounts receivable information
	�	Create an order using Reorder Template, containing previously purchased products or customizable seasonal or customer group or customer specific Reorder Templates
	�	Conduct an in-store count via bar code and automatically create a replenishment order
	�	Track and replenish stock room, shelf or plan-o-gram display automatically
	�	Authorize returns pick-up
	�	Enter and track appointments
	�	Connect to the back office system through multiple communications protocols

Place technology in the hands of your management

	�	Track appointments for multiple sales representatives and customers all from one easy to use module
	�	View and track customer and order information from the same centralized viewer
	�	Communicate reports, promotional information and schedule information to sales team remotely over the same system

You are here: Home I
Sales Force Automation



	Inventory & Purchasing
	Warehouse Management
	Paperless Office
	E-Commerce
	Relationship Management
	Supply Chain
	Business Intelligence
	Sales Force Automation
	Financials
	Sales & Pricing
	Paper Master
	ECCOS
	MiniSell
	Verify Plus

Harnessing the power and versatility of the MS Pocket PC platform, MiniSell gives you the competitive edge to reduce the cost of order input and increase customer satisfaction.

Click here to learn more.

Inventory & Purchasing I Warehouse Management I Paperless Office I E-Commerce I Relationship Management I Supply Chain I Business Intelligence I
Sales Force Automation I Financials I Sales & Pricing I Industry Specific Solutions I Paper Master I ECCOS I MiniSell I Verify Plus

Company I Services I Login I Site Map I Contact Us I Request Information I Home