Customer Relationship Management

Alpha|Stack Sales Capabilities

Alpha|Stack features an extensive customer relationship management tool (CRM) that gives your sales team everything they need to track deals and increase your business’ sales. Alpha|Stack provides intuitive tools for salespeople to prospect, track sales, and close deals. By sharing this data internally with business operations and billing modules, Alpha|Stack seamlessly eliminates needless data silos within your business creating smother, more efficient business processes.

Customer Tracking

In Alpha|Stack, salespeople can create customers and easily track deals as they work them down the sales funnel. The integrated nature of Alpha|Stack allows a sales team to set follow up reminders, track multiple customer contracts at a given location and check the progress of the deal at every step. This allows for a seamless process from opportunity to deal closed.

Alpha|Stack doesn't stop tracking when the deal closes. The sales CRM tool gives sales insight into when a customer is up for renewal, and even shares data with Operations, and Billing as well to eliminate business silos between departments.

Sales Landing Page

Sales Reporting Modules

Sales reports are crucial to managing your sales team effectively. Receiving accurate and easy to understand data instantly can give you a leg up on your competition, and help you to understand the progress of your sales team. This better understanding of your sales progress gives sales executives what they need to increase team efficiency, and grow your business.

Alpha|Stack collects data from the CRM and billing modules and creates unique sales reports for your organization. Alpha|Stack’s sales reports are easy to understand and give sales executives the information they need to manage their team and meet sales goals. Alpha|Stack has several reporting modules that give your sales executive real time reporting of your team’s progress and the health of your sales funnel.

Agent Dashboard

With the Agent Dashboard module, you can look at an individual salesperson in a snapshot from monthly recurring revenue, how many deals they have, their monthly average their win/loss ratio of deals, closed opportunities, average time to close, and more.

Sales Dashboard

Alpha|Stack’s Sales Dashboard can show your sales team’s sales production in relationship to the organizational goals that your sales executives set. With various charts made automatically with data from the CRM and billing modules the sales dashboard can give you a snapshot look at your team’s production.

Revenue Statistics

The Revenue Statistics module gives management a detailed snapshot on how your organization’s sales team is progressing in terms of recurring and non-recurring revenue.