Sales Deal Workflow

Streamline and simplify. Two words that can completely change the way you do business.

Sales Deal Workflow powered by Sedona Technologies is a software tool created by Dealers for Dealers that will streamline and simplify how you process sales documents within your dealership.

This software tool sends email alerts to staff when a task in their department needs attention. Managers can then follow the deal through the entire sales cycle addressing important issues as they arise. Sales Deal Workflow improves internal communication and provides managers with real-time tracking.

Sedona Technologies' Sales Deal Workflow allows you to:

  • Share customer deal information across your entire organization
  • Enter data into one form which automatically updates all forms
  • Directly archive and retrieve data and forms from PerForma
  • Integrates with Sedona Technologies using Microsoft SharePoint Services
  • Utilizes the "auto calculate" and "auto form fill-in" features simplifying the data entry process, thus reducing mistakes
  • Scan or add documents directly into the deal packet
  • Link directly to company forms
  • Create and customize your own forms
For more information, dowload the PDF.

For a free quote and product demonstration call Scott Simmer at 309.736.4061 or 1.877.854.3548 to speak to a Customer Service Agent.

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