Sales and Marketing.
Accounts & Contact Management
As your portfolio grows, so does the number of associated accounts and contacts. Never miss a contact again – in ACTIS ERP software you can easily link various accounts and contacts to individual assets, SPVs or to the entire portfolio for ease of access and for keeping track of all associated communication.
Associate your leads with accounts and contacts. Track all communication with your leads – turn leads into opportunities and quotes.
Turn your leads to opportunities. Rate your opportunities based on probability of materializing and base your budgets and your forecasts on
Turn your opportunities easily into quotes. Send quotes through ACTIS ERP software, revise, close as lost, close as won.
All your sales literature is readily available to be attached in any of your communications with your leads.
Create meaningful and structured campaigns through ACTIS ERP software based on your accounts, contacts, leads. Monitor and evaluate your campaigns.
Technical / Operational / Financial Reporting
Create meaningful reports with data across all ACTIS ERP modules.
Sales and Marketing
Manage seamlessly your relationships with clients, marketing campaigns and related costs.