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Intuit Sales Management ES |
Give your sales team immediate access to vital data that could be the difference between a successful sale and a missed opportunity.
Intuit Sales Management ES (Beta) empowers your sales team to capture, organize, and share critical customer information. See which prospects are ready to buy and which customers need more attention. Help your sales team with an at-a-glance view of their daily tasks, calendar, quota and forecasts. Sales Management ES gives your team access to customer information at the right place, at the right time.
In addition to this, it works seamlessly with QuickBooks Enterprise Solutions to keep your customer data totally in sync. |
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Features: In Depth
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| For Sales Representatives |
| Manage your sales pipeline in one place |
Identify and manage specific sales opportunities, their stage in the sales process, size ($) of the opportunity, anticipated close date, and confidence level in closing the sale. Easily do inline addition and editing of related contacts and activities directly within an opportunity — giving you full visibility in to your entire sales pipeline.
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| Efficiently manage all your sales activities |
Plan and document all sales activities like tasks, meetings, phone calls, e-mails, general notes, etc. Get the flexibility to view them as list or calendar entries. Additionally, link all the sales activities to specific opportunities and contacts. |
| Drive sales with a personalized dashboard |
Scan all your tasks, calendars, top opportunities and new leads. Get a summary level view with easy drill down capability to specific details. No more navigation through multiple programs and screens. Save time by having all the critical information — online, on one integrated screen. |
| Build relationships by knowing your customers |
View and link related contacts and activities to opportunities. Record and connect all sales activities related to each specific sales opportunity or customer contact. Pull up contact information, account history and detailed customer notes that can help you make that personal connection. |
| Access the information you need, when you need it |
Enter notes, run reports, and manage sales opportunities. You can access it online, anytime, anywhere through a protected server. |
| Sync Sales Management ES with Microsoft Outlook |
Synchronize all your customer contacts, tasks, and meetings between Outlook and Sales Management ES. Plus, get the ability to import your Outlook e-mails (including attachments) in to your Sales system. Makes it simple for users to capture all of their activities and communication while maximizing productivity.
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| Works seamlessly with QuickBooks Enterprise Solutions |
Sales Management ES shares data with your local financial software through Intuit’s protected server, keeping your financial and sales information totally in sync and reducing duplicate data entry. |
| For Sales Managers |
| Assign Leads to Individual Sales Reps |
Quickly and easily assign leads to individual sales reps. Plus, monitor the progress of each opportunity from lead to close. |
| Sales Manager Dashboard |
Sales Manager Dashboard gives a summary level view across all sales reps with easy drill down to specific details. The manager can get an overview of the top sales opportunities (based on user-defined criteria) and of all the opportunities in each sales rep’s pipeline. |
| Sales Manager Reports |
Additional set of reports that provide insight in to the overall sales potential for the business. Ability to summarize and analyze sales process by account, rep, opportunity, and more. |
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Technical Overview
Sales Management ES is currently in beta. We are very excited to give our Full Service Plan members the chance to try it in this early stage, and your feedback is critical to the future success of this product. We encourage you to share your experiences with us using the Feedback link at the top of the Enterprise Suite portal once you are logged in.
If you have a technical problem, please contact support through the in-product Help page and a support agent will happily assist you. Because Sales Management ES is still in beta, you may encounter problems that we have not yet identified. Our agents will be working closely with our product development teams to investigate all issues.
Sales Management ES is a web-based SaaS (software as a service) product that seamlessly integrates with the desktop version of QuickBooks Enterprise Solutions.
It’s quick and easy to deploy and requires no additional infrastructure investments other than a reliable Internet connection. The benefits of SaaS include:
- No client or server software to install or maintain
- No need to buy additional hardware or servers — instant scalability
- Lower initial costs due to the monthly subscription model
- Significantly shorter deployment times get you up and running in days, not weeks
- Accessibility to the application from any Internet-connected computer
- Always up-to-date with the latest features at no extra charge
- No need to maintain a labor-intensive patch and upgrade process
- Reduced reliance on IT staff for software support
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| System Requirements
Sales Management ES requires the following:
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High Speed Internet Connection
- Supported Operating System: Windows XP, Vista
- Supported Versions of Outlook:
Microsoft Outlook 2003, 2007
- Supported Browsers: Microsoft Internet Explorer 6 or 7, Mozilla Firefox 2 or 3
- Adobe Flash Player 9 plug-in required
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| Ensuring Data Security
Intuit is committed to keeping customer data safe and secure. All of the SaaS applications offer the highest possible levels of:
- Data redundancy
- Physical data center security
- Network security initiatives
- Application security
- Operating system security
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