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Software Module

Sales Management

Secure prospects, improve productivity, and close more deals

Module Overview

Your sales process shouldn’t be compromised by quotes, proposals, and contracts moving between departments. The Matrix Sales Management system was developed to be easy to use and access. Sales representatives, managers, and anyone else involved can access prospect data, quotes, and contracts from anywhere with any smart device. Organization is also simplified with our integrated document managers that organize templates and records while contracts become immediately available at the office as soon as they’re signed.

Maintaining customer relationships is important. Enhance your sales process with Matrix Sales Management.

Integrations:
DocuSign eOriginal Matrix Docs

Features & Highlights

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Build custom quotes, proposals, and contracts

Maintain control over the sales process with custom quote and proposal building tools. Automatically generate contracts based on proposals.

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Organize prospect collection and data

Automate the data collection process to keep prospect information consistent from the rapid entry system to billing and collections.

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Distribute and schedule prospect appointments

Schedule appointments automatically for sales reps, providing them with relevant customer data for each prospect.

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Monitor sales statistics

Sales reps can view their own work while managers analyze the progress of an entire department from convenient individualized dashboards.

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Plan follow-up tasks and to-do lists

Customize checklists for sales reps following-up with prospects to maintain a consistent workflow from prospect generation to contract signing.

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Integrate document managers

Integrated with document management and storage systems including Matrix Docs, DocuSign, and eOriginal.

Discover How DICE Can Integrate With Your Business.

Request a Demo Today

Request a customized demonstration with one of our product specialists and learn how DICE’s award-winning services can work for you. Whether you’re looking for a new telecom solution or are interesting in our industry-leading cloud hosting center, we’re confident you’ll find the solution to best fit the needs of your business. Our representatives will discuss your business goals and objectives, answering questions and walking you through how DICE can help you achieve your goals.

Question or Comment?

Contact us or email directly at sales@dicecorp.com


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