InterTrac enables this company's sales team to work on one unified system to manage all inbound and outbound sales activities. From information inquiry to close of sale, its extensive features help them manage their entire sales cycle. InterTrac supplies all the necessary tools for a worldwide sales force to gain the competitive advantage and turn opportunities into sales.

The Client

One of the top three international credit card and payment companies,* which sells services to banks and financial institutes around the globe.

The Problem

The client desired an overall communications and customer support solution for their worldwide sales force. Prior to InterTrac, the sales staff operated in a decentralized manner. Each staff member had to submit MS Excel based planning and forecasting reports to management. Management than had to manually re-enter the data in order to report on it.

The Solution

Due to its flexibility and overall power, InterTrac was selected over a multimillion-dollar SFA solution proposed by industry leader Siebel. InterTrac enables this credit card company's sales team to work on one unified system to manage all inbound and outbound sales activities. From information inquiry to close of sale, its extensive features help them manage their entire sales cycle.

The client has incorporated all of their own custom contact, opportunity profile, and forecasting forms. The opportunity profile holds a running account of all activity regarding a sales prospect, and is automatically linked to all related contacts and associated documents.

Utilizing InterTrac's advanced data distribution features, staff members are permitted to view only their own sales contacts and associated documents. In addition, field representatives have direct communication with the central office and can stay informed with the latest details on all accounts.

In addition, InterTrac gives senior management the ability to monitor sales progress. They can view all Opportunity Profiles in order by Value, Probability of Sale, Opening Date, Projected Close Date, Sales Rep., and Contact. These capabilities enable management to see sales patterns and make educated decisions to turn opportunities into sales. With the variety of products and services that this credit card company offers, they now have the appropriate features to access and analyze their data.

*The company has requested we not identify them because they consider their InterTrac solution to be a competitive advantage.