7 Software Sales Portal

Sales Portal

7 Sales Portal helps grow your business by allowing team members to follow-up with leads, track daily activity and their pipeline from their tablet or PC.

sales report image Increase efficiency and close new customers faster using the Electronic Service Agreement Tool. Team members can send electronic agreements for easy online customer signatures. Attach signed agreements to the Customer Profile for easy access.  
sales pipeline image with arrow Enhance projection accuracy and reporting by tracking leads throughout the entire sales cycle. Specialized Pipeline and Activity Reports track and compare individual goals with actual results. 
cross sell matrix icon Target existing customers for cross-sell opportunities with the Market Penetration Tool. Group leads by geographic areas then drag and drop to assign the leads to team members.