Customers of Epicor Clientele (Company
Profile, Past
Stories, Case
Studies) CRM now have a unified solution for monitoring, analyzing, and managing sales leads and opportunities with the release of Sales Pipeline Explorer for Epicor Enterprise from Cubic Compass Software.
The Sales Pipeline Explorer, part of the Web Self-Service Suite for Epicor Enterprise, allows managers, employees, and partners to analyze the sales pipeline and answer questions such as:
• Which marketing activities generate the most qualified leads?
• What is the projected revenue for this quarter and next quarter?
• Show me all opportunities in the Northwest sales region for product [X].
• How many customers have been evaluating solution [Y] for more than 90 days?
• What is the current projected revenue forecast for the entire sales pipeline?
• How many new opportunities have been added in the past 30 days?
Pipeline reports can be exported to Excel directly from the explorer for targeted follow-up sales and marketing activities. Role based security restricts Employee and Partner views to a “My Pipeline” dashboard.
MIS Consulting in Oregon installed the Sales Pipeline Explorer to provide ubiquitous access to sales information for their external sales partners.
“We needed to empower our external sales force and resellers with a sales opportunity management solution that was accessible from the Internet” said Kendra Kalimanis, President of MIS Consulting. “The ‘My Pipeline’ dashboard from Cubic Compass was a perfect fit for our needs with its advanced sales funnel visualizations, real-time ad-hoc reporting, and out of the box integration with Excel and Epicor Clientele CRM.”
The Sales Pipeline Explorer installs in about 2 hours, is compatible with Clientele Portal, and coexists with installed Epicor software on existing server hardware in most environments.
Cubic Compass Software will demonstrate the Pipeline Explorer and the entire Web Self-Service Suite at the Epicor Perspectives conference in Las Vegas, NV October 25-27. An online demo is available at www.cubiccompass.com .
The Sales Pipeline Explorer is part of the Web Self-Service Suite for Epicor Enterprise, which includes dashboards for sales intelligence, call intelligence, and business activity monitoring alerts, charts, graphs, and tickers.
The Web Self-Service Suite for Epicor Enterprise licenses for $11,995 per server and $85 per user. An unlimited user license is available for $40,000 per server and is immediately available.
Minimum System Requirements
Microsoft Windows 2000 Server
SQL Server 2000
..NET Framework 1.1
Clientele Portal or Passage Portal Foundation Server
About Cubic Compass Software
Cubic Compass Software (CCS) is a leading provider of web self-service and enterprise portal solutions for mid-market ERP and CRM installations. CCS was founded in 2001 and is located in Beaverton, OR, USA.
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