eSalesTrack Modules

On-Demand CRM for Small to Medium Size Enterprise

What are eSalesTrack modules?

Think of eSalesTrack as an online database.  eSalesTrack modules are separate software applications that  allow you to administer, customize and utilize all aspects of your company's data in the online database.  Every subscription of eSalesTrack comes with all standard modules (unlike other providers that charge you more than eSalesTrack just to access a few features).

Few people enjoy being database administrators.  The reality is that someone in your organization needs to administer your database of customers.  eSalesTrack makes that chore easy with simple tools that help you design and build a database that works for your company.  eSalesTrack modules give you additional tools to help each department stay in touch with your customers better and manage your activities relating to those customers better. 

But this is just a starting place.  eSalesTrack is constantly adding new modules at no additional cost to you to help you understand your sales activity and customer's needs better.  In fact, eSalesTrack can even integrate with your other systems or custom-build an application to your needs.  All your current systems or newly created modules can tie into eSalesTrack seamlessly.

Accounts – Accounts are the foundation of your customer database and most features in eSalesTrack relate to an Account.  Accounts can best be related to Companies you know or your Customers, although some B2C organizations refer to Accounts as family names, partners or other categories used to keep track of their clients.  Easily import your existing customer database into Accounts or input each new account into an easy to read form that you create.  Collect as much (or as little) information as you need to run your business effectively.

Activity Manager – The Activity Manager acts as the central console for most users.  Able to track all your activity scheduled for today or record any action you took throughout the day, the activity manager is the center point for understanding what you’ve done and what you need to do.  You can customize the Activity Manager to only display the information pertinent to you and the way you run your business.  Click on any link to display a report of that days activities.

Announcements – Company announcements are the center point communicating to the organization on the whole.  Any administrator can post and edit new announcements about sales contests, new products, new promotions, or any other type of urgent information that your users need to know quickly.

Calendar – The engine for managing your busy daily schedule, the Calendar organizes your task list and appointments in a way that is easy to understand and update.  You can share your calendar with anyone you want in your organization, invite them to appointments or set-up recurring appointments for you and your team members.  Easily administer any part of a task or appointment from teasers or any view in the Calendar module.  Easily attach any task or appointment to an Account or even a specific Case, Lead, or Opportunity in just a click.  All your activities are archived in your account detail for easy for quick reference of past meetings while you update your account’s profile.

Cases - Cases are also referred to as Trouble Tickets, Support Tickets, or anything relating to a customer question, concern or inquiry.  Attach a new case to any customer in your database or allow your customers to open their own support tickets.  Move a customer case through your workflow to get the case to the user who can resolve their question quickly.  E-mail a resolution notification to you customers for a quick additional response, enhancing their customer experience with your organization.  Keep records of past and newly opened cases with each account for quick reference by your sales representative before they make the next contact with their customer.

Contacts – Create your own forms to collect as much, or little, about your contacts as you want.  Access any contact quickly through a search or regular view.  A letter bar in the contacts module allows you to list your contacts categorized by the first letter of their last name.  Attach any contact, or contacts, to any account, opportunity, lead or case.  Your contact can be an individual or multiple contacts in an organization.  Reference your contacts that are attached to an account directly through the account detail page or any of the activity detail pages.

Customized Reporting - Develop any type of customized report quickly using an easy wizard that will walk you through every step of gathering the right data you are looking for.  Create custom filters and develop graphs and charts that help you visualize your data in a way that makes sense to you.  Export any report to Microsoft Excel or to a PDF with the click of a button for a great way to analyze your data further or share your custom reports with your team members.

Documents – Store any type of document (pdf, doc, xls, jpg,  etc..) in your document storage directory.  Each eSalesTrack account comes with 1 Gig of storage space so you can actually use eSalesTrack as a document storage tool for you to store documents you may need to reference from anywhere.  Categorize by directory, team member, or share documents with your entire organization.  Your administrator can upload and store company marketing documents that won’t affect your personal storage space.  You can add as much storage space as you need later.

Forecasts – Develop accurate forecasts by the Month, Quarter, Year or any other timeframe that your administrator develops.   Update times can be set so you can only update forecasts within time periods set by the administrator.  Use the forecasts to develop trending reports on past forecasts so you can continually forecast more accurately your projections for future sales.  Managers can quickly view and manage forecasts for their team members as well as updating their own forecast to send up-line to their managers.  Updating a forecast takes seconds and there is nothing to compile or send, all numbers automatically roll up to your manager, relieving your monthly workload.

Export – You can export any any information out of eSalesTrack you want to continue your data analysis.  Pre-built reports, custom reports, custom views, and other data utilities in eSalesTrack allow you to export your data directly to a Microsoft Excel spreadsheet.  Run queries on aspects of your data or filter custom reports to only export the information you want.

Funnel – As one of eSalesTrack’s most unique features, the Funnel module helps you manage your opportunities more quickly than what has ever been possible before through a sales automation tool.  View all your active opportunities grouped into 3 intuitive categories: Closed Sales This Period, Forecast to Close This Period, and Working Funnel.  Move your opportunities through their sales stages and edit closing dates in one click.  View your funnel visually and drill down into any section of the funnel to view a list of opportunities by stage.

Home – Use the Home module to populate a list of teasers that will display the information you need to reference daily to organize your day.  List Announcements, New Leads, Newly Created Accounts, Tasks or Appointments; whatever you need to manage your day to keep you organized and on top of servicing your prospects and customers.

Import – Getting your current customer database into eSalesTrack is critical for early user adoption.  eSalesTrack makes this process easy.  Import your entire customer database using the  complete customer import to include all accounts, locations, contacts, and opportunities.  Any user can use the import engine to quickly import lists easily from Excel into eSalesTrack.  Import a raw list of data with a header row, align the fields using the simple drop-down UI and let the engine do the rest.  You can assign all imported information to anyone on your team or use the active lead assignment rules to import your data based on pre-determined sales territories.

Leads – Leads are typically used as a starting place for prospective Accounts.  You can add all new prospects through the Leads module to filter out prospective leads that won’t ever become true opportunities.  You can upload lead lists and work through them quickly and easily using the lead views or the activity manager.  If a lead does produce potential, you can convert the lead to an account in one click and create a new opportunity to progress that opportunity through the regular sales funnel.  Your organization can use an inside sales team to uncover opportunities from a lead list and convert them to an account for a waiting outside sales representative.

Libraries – eSalesTrack contains over 30 unique modules and counting.  Organizing these into one view and managing them easily can become difficult without the use of eSalesTrack’s Module library Manager.  eSalesTrack contains “libraries” that allow you to organize groups of modules into categories that you can access by role, activity, or any other way you want to categorize your views.  Accessing new libraries is one click away on any page using the library selector tool.

Opportunities – Opportunities are typically the module that are tracked in sales organizations.  An opportunity is the “opportunity” to sell your product or service to a prospect or customer.  Create as many opportunities inside an account as you like but all opportunities are always attached to an account.  Create your own opportunity forms to collect as much information as you like about each opportunity.  You can move each opportunity through it’s sales stages which are critical to understanding what phase of the sales cycle each opportunity lies.  Use these stages to trend your closing ratios to begin to improve your sales cycle.

Orders – You can create a proposal and/or an order out of any opportunity.  Orders can be created from an opportunity, or simply converted from a proposal, to deliver professional and consistent looking orders to your customers every time.  Create new order templates in the administration panel with merge cells to pre-populate all the account and opportunity information automatically, every time you create a new order.  Organize current and past orders by account to track what products a current customer is using.

Outlook Plug-in – Download and install the Microsoft Outlook plug-in.  Set the settings according to your preferences.  Synchronize your contacts, appointments, and tasks in eSalesTrack with Outlook to keep your information up to date.  Synchronize on-demand or automatically based on a pre-determined set interval.

PBP – (Personal Business Planner) – The PBP will help you determine how many appointments need to be set per period in order to meet your financial goals based on your unique compensation structure.  Start using the PBP to estimate your selling ratios to determine the number of appointments you need to set based on your estimates.  Once the system has created historical data you can then transition the PBP to pull your ratios from real system data and get a true estimate of the type of activity you need to generate in order to reach your financial goals.

Products - It’s easy to create a product database in eSalesTrack.  Create proposals and orders straight out of eSalesTrack using the product database catalogue.  Attach products that automatically populate pricing and other details about your individual products and categorize each by product segment to find the products you are looking for quickly and easily.

Proposals – Create a proposal directly out of any opportunity.  Simply choose the products you wish to propose and the pre-saved template you wish to use, then eSalesTrack does the rest for you.  You can send the proposal via e-mail or PDF straight from the eSalesTrack system.  Your marketing team can pre-populate alluring and professional looking proposals and special notes fields that make creating proposals for each customer quick and easy.

Quick Add – No matter which section of eSalesTrack you are on, you can quickly create a new Account, Appointment, Case, Contact, Lead, Opportunity, Order, Proposal, or Task directly from a quick drop-down located on the right side of the Date Bar on every page.

Recycle Bin - Confidently delete anything in eSalesTrack and retrieve it quickly from the recycle bin if you need it later.  Everything in the eSalesTrack system is “archived” in the Recycle Bin until you decide to permanently delete the contents of the Recycle Bin.  You can also bypass the Recycle Bin by using the mass delete utilities in the Manage Data Administration in eSalesTrack.

Reports - eSalesTrack comes packed with many analytical reports that are fully integrated with your data.  Do quick research and trend analysis without the need to customize every report.  Every report comes with a control panel to filter results even further.  With complete drill down capability in ant report or graph you can look at any customized piece of data and drill into the root level of the account, contact, or whatever else you are reporting on.  There are many categorized reports for personal sales as well as hierarchal based Team Sales reports that allow you to see any type of real-time analytical data in seconds.  Need something more?:  Create customized reports in minutes to pull any kind of data you need out of eSalesTrack.  Graph or chart any type of report with every customized report.  Change colors or themes to help visualize your data in a way that makes sense to you.

Search - Finding anything in eSalesTrack is quick and easy by using the Quick Search tool available in the left menu of any eSalesTrack page.  Search terms are highlighted and all searches are categorized by module to make your search even easier. Use the Advanced Search tool to filter your search results to narrow your search even further.

Team Members - Organize your team members who are using eSalesTrack in a familiar hierarchical structure.  Drill into different levels to view contact details of each team member.  All reports and graphs are automatically set to account for your team’s unique hierarchical structure.  Even upload your picture so your team members in other locations can recognize you.

Teasers - The first page of every module is called a “Landing Page”.  This page generally displays the list views of your data for that module.  Some module come with the extended ability to create custom teaser pages that allow each user to upload their own personal preferences that they wish to view on each individual landing page.  Easily customize your landing pages using the Teaser Editor where you can adjust the size and location of any teaser you wish to display on any landing page.

Territories - Create custom territories for your sales organization.  Use territories to route new leads to the appropriate salesperson.  Active assignment rules allow you to send leads from web forms and imports directly to the right salesperson without any other user intervention.  Run reports on sales performance and leads generated by territory.  Use the easy territory wizard to create custom territories and assignments for every user in the system.  Develop territories by zip code, area code, city, state, and more.

Video Conferencing - Take collaboration between your team members to a whole new level with 5 way video conferencing.  Chat among team members in any video session and save the chat contents to any account for quick reference later.  Use any type of PC camera to use the video conferencing feature.  No need for expensive equipment to now share a video conference between members of your team.

Views - List “Views” of any data module categorized by personal items or items of your team members.  The views list all items that you want to display in any module.  Create customized views and save multiple view layouts that you can quickly change between various views in the click of a button.  Organize your data easily in a way that makes sense to you.  Sort your data by any column heading that is currently showing in your view.