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Sales Force Automation

Sales Force Automation - Helping You Close More Deals
RITBAIR CRM helps your sales force increase performance and hit revenue targets by letting you focus on what sales does best – closing more business. Give your sales group a simple solution to manage the entire sales process to increase productivity and accelerate revenue performance


Account management - Opportunity management - Lead management - Tasks & appointments - Dashboards & reporting - Mobile sales force


Build customer relationships for long-term success
Effectively manage customer relationships from prospect, to close, to lifetime customer from one central database. With every customer and prospect’s profile and interaction history tracked in detail — including quotes, orders, project details, emails and calls — you and your staff are equipped with the necessary information for engaging customers, earning loyalty and driving repeat business. Manage an unlimited number of accounts or contacts and profile them using a variety of your own custom fields, such as industry and size, to track information that is relevant to your business. With an unlimited number of columns of data to view, search and sort on it is easy to personalize the way you view information.

Clinch top deals and keep priority customers satisfied
Sales opportunity management makes forecasting effortless and lets you take proactive measures to ensure your sales team hits revenue targets. Keep on top of priority opportunities at every step of the sales cycle. Implement your sales methodologies and have every sales person follow the same best practices and step-by-step activities to increase close ratios and maximize wins. From providing estimates, to conducting product demonstrations, to final sale, gain full control of the sales process by prompting sales representatives to conduct each activity within the appropriate time frame. Advanced sales tracking enables you to closely monitor deals, improve performance and forecast sales with ease.

Convert leads to solid sales opportunities
Convert leads to customers more easily with the right process in place for efficient lead qualification, follow-up and nurturing. Capitalize on leads and optimize conversion to sales opportunities by ensuring timely assignment and follow-up, and closely tracking lead status and source to measure funnel and conversion rates. Intelligently route leads and inquiries to the appropriate rep, while responding immediately to the sender and recording the interaction in the customer’s record. Qualify leads efficiently by setting up fields to capture qualification criteria including budget, purchase timeline, need, prospects’ authority level and more. Promptly drill down to the qualified leads that matter and stay focused on maximizing revenue to meet your targets.

Optimize efficiency and productivity
Ensure all daily tasks and deliverables are managed effectively by setting up follow-up activities with staff and clients, whether it is making the next call, completing a proposal, or sending a follow-up email. Create reusable action plan templates to help you manage a series of tasks for yourself and those required of other individuals and departments — to guarantee that action items and follow-up activities are completed on time. With the integrated calendar, schedule your work and personal time effectively and view upcoming appointments at a glance. Using the most popular calendar applications set up and manage meetings seamlessly with both internal colleagues and external customers.


CATEGORIES sales force