Easy
to use with just one form driving
the sales management process
Organize
your sales process
Real-time
reports forecast sales and check
bottlenecks
And because it's simple to use,
more people are likely to use it, and the
more reliable the data is. But don't be fooled
-- it has all the functionality you need.
ONE form to manage Leads and Opportunities.
Manage all your Sales and Leads
information in one form. The last thing you
need when you're selling is too much to learn
and too much information to enter.
Instead, Worlddo lets you manage
your entire salesforce with just ONE FORM.
We've put it all on one page for you to do
work more efficiently, spend less time clicking
and more time selling -- while ensuring that
management see what they need to.
Collect Leads from Mail
No more fiddling with integration
with other mail agents. Mail, Address Book
and Calendar come as part of your CRM solution,
and mean that they are totally integrated
with your CRM.
Convert Leads from Address Book
You can create Leads or Clients
straight from your Address Book with one click.
Fast Add Contact History
Our Fast Add Contact History
feature makes adding notes and contact history
to Leads easy and accurate. At a glance, you'll
be able to see all the dealings.
One Click Conversion to Client
No more need to refill forms.
You can create a Client record from a Lead
with ONE CLICK. All Contacts History, Quotes
and documents are copied over and retained
in the Client record.
Add New Lead and Automatically Add to Contacts
When you create a new Lead,
it will automatically add the record to your
Public Contacts if the entry already doesn't
exist.
Manage Mailing Lists for Leads
You can also manage your mailing
lists effortlessly, and send out mass messages
in HTML to your list as often as you need.
Assign Leads
When you create a lead record,
the lead is assigned to you and will be viewable
only by you. Leads can be re-assigned to other
staff as needed. Lead records appear in the
tables of assigned staff only. This saves
on scrolling time and keeps focus on the sale
workflow.
Set Sales Workflows
Sales reps can set sales workflows
and follow through each step with every Lead.
This enables a consistent, methodological
approach to sales, and means more sales to
your firm.
Auto Follow Up your Leads
Customize follow-up actions,
and automatically enter it into your calendar
automatically. Add comments that are also
recorded. If you re-assign a Lead to another
staff, follow-ups will appear in the calendar
of the re-assigned person.
Status Tracking
Different status' can be assigned
to leads for easier tracking.
Track Bottlenecks, Opportunities and Sources
See real time views of bottlenecks,
opportunities and sources.
Forecast Sales
With the Opportunities report,
you can instantly see what you can expect
to earn.
Set Custom Sales Quotas
Sales quotas can be set for
each sales rep. Quotas can be tracked and
reported real time.
See Sales by Employee
See in real time the sales by
employee in our Reports.
Track Opportunities
You can track opportunities
in real time. See:
the total gross potential
income amount of opportunities