Intellisys - IT Business Solutions.

Sales Force Automation System

Sales Force Automation can be a great advantage to the company who knows exactly what they want to achieve, when they want to achieve it, and has a well laid out plan as to how they will get there. A company that knows this, will many times over benefit from implementing the best solutions to help it in achieving goals. One of these solutions is a sales force automation system, completely integrated within company business processes.

We understand the crucial role sales plays in business and we built a flexible application adapted to insurance Romanian market.

Main Functionalities of our Sales Force Automation solution:

Makes it easy to track sales activity and do forecasting resulting in significant gains from your sales team

Is a feature-rich solution that integrates all aspects of customer life cycle

Can automate daily tasks; catch mission-critical & time-sensitive activities

Accessible from any location through an Internet connection

Sales Processes to be followed from a single application

Ability to follow the entire life cycle of the application trough to the Policy

Online integration with the Core System

Follow-up reminder and warning messages

Sales structure could be automatically uploaded into the application

Administration of different sales organizations(DSF, MLM)

Commission calculation module

We built the system following a standard insurance sales process, but architecture can be adapted to customer's business flow.