ServiceLedger SalesDesk Add-On Module

ServiceLedger SalesDesk Add-On Module is perfect for service organizations that need to track sales appointments, activities and opportunities.

Key Capabilities

General Information

• Robust database utilizing MS SQL Server for optimal performance on any database large or small (ServiceLedger provides a run-time license that prevents you from having to purchase MS SQL Server)

• Runs side-by-side with your ServiceLedger Standard or ServiceLedger Complete Database sharing the same database information on customers.

Information Management

• Know where you stand with your current sales forecast using the Dashboard or Forecasting features..

• Track why you are winning or losing business with the reason codes and reason explanations.

• All critical information available at your fingertips using the Dashboard or Snapshot Views.

• Robust reporting allows you to generate reports on your business or modify or create new reports for your needs.

Sales Management

• Manage your customers and prospects including tracking all customer or prospect data.

• Record notes on your conversations for future reference.

• Track history including notes, sales estimates/quotes and even access service history.

Scheduling Management

• Create appointments or to-do's and schedule using our own intuitive calendar.

• Integrates with MS Outlook if you want to continue using your Outlook calendar for your scheduling.

Opportunity Management

• Manage your opportunities by creating sales estimates or quotes.

• Track forecasting details to create accurate forecast reports.

• Track reason codes and explanations on why you are winning or losing business.

Performance Measures

• Track the performance of your sales team with invaluable reports that track various performance measures.

Robust Reporting

• Dozens of canned reports allow you to track every aspect of your helpdesk operation.

• Create your own reports or modify existing reports using Crystal Reports.