Sales Staff Tracking | Windward Customer Overview

If your salespeople own the customers and get a commission on each sale regardless of which clerk rang the sale through the till, we can handle it. Monitor rep productivity to ensure customer satisfaction remains high. Instantly view all overdue cases by rep, priority level and status to ensure total customer satisfaction. Analyze customer service cases by product, category and more.
Create customized reports to gain further visibility into your reps.

Windward System Five will even let you print a detailed salesperson's customer list that they can take with them on the road when making sales calls.

Sales Representatives
1. Conduct daily, weekly and monthly calendar planning.
2. Track leads and prospects through the sales cycle.
3. Quickly prepare custom or template letters, faxes, emails, sales proposals, contracts, etc.
4. Always know who is communicating with whom in your accounts.

Sales Management and Activity Log
1. Analyze each sales representative's activities and the status of their accounts and generate a sales activity log.
2. Schedule activities for your sales rep.
3. Consolidate and monitor sales rep forecasts and prospect sales cycle status and include this on the sales activity log.
4. Assign accounts by region, state, area code and limit access to a specific sales rep.

Sales History
System Five also allows the sales rep to quickly access the Sales/Order History of a particular customer or prospect. This information can be viewed, sorted, and organized. The resulting data can then be used in marketing campaigns, cross selling, call lists, and promotional offers.