Lead & Opportunity Management
Priority’s advanced customer management tools help you qualify leads, assign leads by region and qualification to the right sales reps, and track sales progress using Priority’s built-in BPM tool, to better understand, improve and automate your sales processes. Use Priority BPM to track timelines, follow up on opportunity-related tasks, and ensure compliance with your organization’s opportunity management policies, such as proposal authorizations.
With Priority‘s dedicated customer account management tools, you’ll get a holistic, real-time view of your customers, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging, and more. Priority account management designates all the tools and strategies you need to build relationships with current and potential customers.
Sales & Order Targets
An advanced sales management tool, Priority helps you create a hierarchy of targets for sales reps, rolling up through the regional level, and above, enabling you to define if your team should meet or exceed sales in a given timeframe. Target management tools enable you to set monthly targets for sales reps and customers, and evaluate targets based on orders or invoices.
Target & Forecast Analysis
With Priority, you can efficiently slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other values, to accurately estimate future sales, make better-informed business decisions, and predict short- and long-term performance. Analyze real-time data to generate aggregates across any dimension, including product, region, and sales team.
Reporting & Charting Tools
Create and customize dashboards, reports and charts using Priority‘s convenient built-in Wizards and Standard Operating Procedures (SOPs). Facilitate easy report and chart generation by configuring and personalizing your home page with dashboards that best fit your role and responsibilities. Analyze your sales performance, and generate business analysis reports powered by Priority’s built-in BI tools. With Priority, you can generate reports for sales reps and managers, and integrated custom-designed customer reports using Priority’s BPM.
Price Quotes & Orders
Priority CRM conveniently displays product catalogs, including images, with the ability to update quotes and easily convert them into orders, bill your customers and manage received payment, including access to up-to-date customer credit information. With Priority CRM tools, you can view up-to-date customer ledger and aging data, and make better-informed business decisions.