Lotus Notes Domino SFA Solution

Use Lotus Notes to Track Opportunities

Prospect Tracker is a Lotus Notes Domino SFA solution which streamlines the collection, management and tracking of opportunities, and also serves as a central repository for marketing literature and sales tools. In addition, Prospect Tracker's integration with Customer Tracker allows prospects to be rolled into a customer database painlessly.

To see Prospect Tracker in action, please watch our Flash demonstration. We also offer a feature sheet (PDF).

Improve Sales Workflow

• Automatic notifications of lead assignment.
• Create tasks with automatic notifications of assignment as well as completion.
• Manage tickler lists and add prospect activities to the Notes Calendar, with optional reminders.
• Automatic email notifications of forecast changes, with a link to lead document.
• Create personalized views of prospect activities, schedules and contact information.
• Displays managers' or individuals' views of action status.

Simple, Secure Lead Management

• Gather new leads from the Web, import batches from Lotus or Excel spreadsheets, or enter new leads individually.
• Hand off leads to your sales team.
• Create multiple lead repositories, and move leads among them as needed.
• A secure, searchable lead database. Managers can review all opportunities, while sales people can only touch leads assigned to them.
• Review sales projections and pipeline data, activity logs, work pending and win - loss reports.

A Productive Work Environment

• Central location for marketing documents and templates for proposals, quotes and related correspondence.
• Online sales discussion forum.
• Mass mailing and mail merge functionality based on selection criteria.

The Advantage of Lotus Notes SFA

By leveraging the Lotus Notes / Domino platform that is already in place, Prospect Tracker is a comprehensive SFA platform that is easily installed, deployed and adopted.

For a look at how this SFA solution might fit in your organization, visit our Prospect Tracker Roles and Responsibilities page for examples of its impact on typical salespeople and sales managers.

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