Surado Sales Process Workflow Insures Greater Sales Effectiveness & Outcome


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Surado CRM Online Professional Edition now supports Sales Process Workflow Automation.

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Riverside, CA, March 25, 2010 – Surado Solutions, the developer of on-premise and online CRM solutions for 15 years, announces the release of Sales Process Workflow automation for Surado CRM Online Professional Edition.

Surado CRM Online Sales Process Workflow insures peak performance by insuring consistency across the entire sales team and, providing accurate and effective results that translate into increased revenues and greater profitability.

The Sales Process Workflow allows users to create sophisticated business rules that support a high degree of automation to assist sales representatives and enable them to become more proficient in closing deals. Features include sales pipeline management, automated follow-up activities, broadcast email, automated inquiry responses and automated updating of sales pipeline information. A Result option will also allow sales representatives to select from customized result options that automatically schedule next steps. This includes automatic scheduling of next step activities, updating sales stages, percentage closing ratios and win/loss status for each sales opportunity.

Sales Managers will be able to create a complete sales cycle workflow for each business unit with customized Sales Stages, Automated Scheduled Activities, check lists and automated follow-up based on the result of an activity. Surado CRM Online Professional allows the creation of unique sales process workflows for multiple product lines, services and/or opportunity types.

Key Features of Surado CRM Online Professional Sales Automation Include:

• Sales Process Workflow Automation
• Opportunity Management
• Forecasting & Pipeline Analysis
• Integrated Inventory & Quotes
• Sales Commission Tracking
• Competitor Tracking
• Marketing Source Tracking
• Lookups & Groups
• Sales Stage Tracking
• Knowledge Base
• Win/Loss Analysis
• Literature Fulfillment
• Integrated Marketing and Customer Service
• Web Resource Integration
• Custom Sales Fields Tracking
• Analytics & Reporting

“It’s no longer sufficient to just track sales opportunities and follow-up activities. In order for sales teams to be successful, best practices must be adopted across the sales team using Sales Process Management tools such as Surado Sales Process Workflow,” said Sundip R. Doshi, CEO of Surado Solutions, Inc. “Surado is pleased to bring the power of enterprise workflow automation tools to small businesses using Surado CRM Online Professional edition.”

[size=15]About Surado CRM Online Professional Edition – Availability & Pricing[/size]
Sales Process Workflow Automation from Surado is included as part of Surado CRM Online Professional Edition subscription at $40 per user per month. All current and new subscribers will be able to use this feature starting April 1, 2010. To learn more, please visit [url=] .[/url]

[size=15]About Surado[/size]
Surado Solutions, Inc., founded in 1995, is headquartered in the University Research Park, Riverside, California. Surado provides a full spectrum of on-demand and on-premise Customer Relationship Management (CRM) products and services. For more information about Surado CRM products and services, please visit [url=][/url]

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