CMMI Level 3

CBT Infotech

Salesforce Automation System

Enhanced Salesforce Efficiency

CBT Infotech’s Salesforce Automation System enhances sales efficiency by automating tasks like lead management and report generation. This allows sales teams to focus on closing deals faster and improving performance through a user-friendly platform.

Our system covers the entire sales cycle, from lead capture to performance tracking. Real-time analytics and CRM integration make it easy to manage and grow client relationships. Mobile accessibility ensures the sales team stays connected, enhancing productivity on the go.

Built with scalability and security in mind, the system offers customizable workflows, role-based access, and data encryption. Whether for small businesses or large enterprises, our solution adapts to your needs, ensuring seamless growth and robust sales management.

Application Features

The Salesforce Automation System offers robust application features, including sales tracking, inventory management, performance summaries, and competitive insights, all designed to streamline and optimize sales processes.
Opening Stock Plan Entry

Record and manage opening stock plans with ease and precision.

Daily Sales Entry Option

Efficiently enter daily sales data to track performance and trends.

Time Utilization Entry

Log time utilization to optimize workforce productivity and efficiency.

Closing Stock Entry

Easily update and manage closing stock details for accurate inventory tracking.

Non Availability Brands

Track non-available brands to manage inventory gaps effectively.

Competition Details

Monitor and record competitor activities to stay ahead in the market.

Census Entry Option

Capture detailed census data for insightful market analysis.

Summary of Performance

View comprehensive performance summaries for strategic decision-making.