INFOtrac deploys a powerful and completely customizable
Sales Forecasting system that was designed to help salespeople
and executives management their sales opportunities, and assess
the state of their organization’s financial future.
INFOtrac’s extensive integration to various
accounting software packages allows it to estimate potential
sales and forecast reports by individual sales agent, sales
team, branch office, territory, product category, value or
stage in the sales cycle. INFOtrac can track your
potential, pending, closed or lost sales opportunities; identify
priorities and new business in the funnel; help users focus
on what actions need to be taken; and track the reasons why
sales are won or lost. INFOtrac’s Forecasting
features are especially useful if your sales cycle is usually
long, or if more than one person is involved in a purchasing
decision. INFOtrac’s customizable ‘Cycle
Steps’ can track percentages, and use probabilities
to accurately calculate expected revenue. The complete INFOtrac
Sales Forecasting system is customizable to your organization’s
business needs and strategies.
Reporting
The reporting capabilities of the INFOtrac Sales
Forecasting system allow you to get all the information you
need, the way you need it, when you need it. Through INFOtrac,
you can customize standard reports, or create totally new
reports based upon all the relevant data in INFOtrac.
When INFOtrac is connected to an accounting software
package, such reporting is even more powerful since it can
combine accounting data with that residing in INFOtrac.
INFOtrac allows you to view current receivables
on a client-by-client basis, and use up-to-date figures to
realistically speculate on future earnings and commission
numbers.
In addition, INFOtrac is able to generate and link
multiple forecasts for different projects, manufactured goods
or service calls, to a single client. Through the INFOtrac
'Finder' search engine, it can also filter these opportunities
based on the type of opportunity, pinpoint desired ventures,
and generate analytical and custom reports.
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