Shortgrass Web Services

Sales Tools

Shortgrass Salesforce Advantage

Every Shortgrass Salesforce Advantage system begins with a base module which includes a Company Calendar and Company News Banner, as well as complete Site Management pages for managing every aspect of the website.

All other features and services are available a-la-carte. Buy exactly what you need. Every system is unique, and designed around the needs of exactly one client - you.

The Modules

Listed below are descriptions of many modules we have designed and implemented over the years. If you don't see what you need, bear in mind that all of these were designed in response to the needs of a client. Others can be designed and produced to your specifications, and at surprisingly affordable rates.

After the initial base module, the rest are available a-la-carte. Buy only what you need.

This Section is Under Construction. New module descriptions are often added. Please check back often.

Message Board...

This is your online version of the cork bulletin board in the break room. Keep everyone up to date with the latest company news and announcements.

But this is more than just a public bulletin board. You can leave public messages here for the entire company, or target them to any group of users. This gives you the ability to have semi-private conversations with selected members of your team... the Sales Force, or your Managers, or Managers and Administrative Personnel...Your call.

Calendars...

Convenient, integrated, personalized calendars for the entire crew. Managers and Administrators easily add and edit events which are replicated on the calendars of selected team members. (You have the same targeting options here as on the Message Board, above.)

Leads...

A lost lead is too often a lost sale. We can give you and your staff a central location for Lead entry and tracking. Leads can be instantly routed to the Inbox, Cell Phone, and/or Pager of the appropriate Rep. The system can then provide a convenient, central location for the Rep, his Supervisor, Management, and even the Vendor Rep to collaborate in the interest of closing the sale.

Quotes & Prices...

A cornerstone of our system, our State-Of-The-Art Quote builder gives your reps the ability to create, tailor, and print quotes (.pdf format) in the field. We can centralize price lists from different vendors and tailor the software to fit your pricing/discounting scheme.

Utilizing the latest "Ajax" technology, our single-screen quote builders handily beat the best the industry has to offer.
Centralized pricing management ensures your reps have up-to-the-minute prices for every item in your catalog.
Keep a coherent, centralized history of everything that has been quoted.
Institute multiple approval levels, where needed.

Sales/Quotas...

Keep the heat on!

The value of setting goals for your team and keeping them in the forefront is well documented. Give your reps the luxury of knowing what you expect of them every day, and you greatly improve the odds that they will deliver on that target.

The Sales/Quotas module puts at your fingertips the tables, charts, and graphs that you, your managers, and your sales force need to keep your eyes on the revenue stream. See at a glance how your sales are today, how they compare to last year, and where you are in relation to your targets. See the data sliced up any way you like. Want to see the numbers for a particular Rep?... How about a particular City?... Or Account?... Or Product Line? Your choice. Using exports from your own accounting software, your office can update the numbers at will, giving instant feedback to the people in the field who actully live the numbers.

Commissions...

There is no debate about the motivational power of seeing one's paycheck grow as the sales pile up -- or fail to grow when they don't! Reward your leading reps with the good news and remind the slackers in nearly real time.

Documents...

One of our most heavily used modules. Words can scarcely describe the convenience and value of a centrally located library of those ever-changing, critical documents that make your business go. Promotional material, worksheets, material data sheets, product details, prices... the list of possibilities is endless. Never again will you email a new price list or spreadsheet to everyone and have to hope they all get it. Just put it on the site and they all have access to it within seconds.

Wouldn't it be nice to know that every member of the team has access to the CORRECT version of the documents they need?

And like everything else on your site, you are in control. You decide what to do with each document... Make it available on your public website?... Limit access to only the Sales Force?... You decide.

Customer/Contact Directory...

Available in two versions, (utilizing data exports from your own accounting software, or hosted entirely on our servers), this module provides critical up-to-date contact info to your Sales Force.

A common "Knowledge Management" problem is the loss of an employee's work-related contact info when companies and employees part ways. Our Customers/Contacts module solves this problem and provides unprecedented convenience.

Shared Data - You, your managers, and your reps all have access to all contacts in their sphere of concern.
Knowledge Retention - The data stays with the company, and tranfers easily to new reps.

Customer Activity Summary, an optional feature of the Customers/Contacts module, gives your rep one-click access to a comprehensive summary of all activity related to a particular account. Sales History, Backorders, Leads, Quotes... Everything a rep needs to plan his approach to the account, maximize his time on site, and make sure every sales opportunity is exploited on every visit.