Executives need visibility into the future, so they can set sales objectives (quotas) and incentives, analyze sales results to commensurate compensation and learn from actual performance to make improvements. Priority gives executives real-time information and the analytical tools to build forecasts out of past performance and structure an effective compensation plan.

Functionality: Managers need ongoing updates on the progress of their sales reps in building their pipeline and attending to their sales opportunities. Priority, with its powerful integrated Business Process Management (BPM) tool, delivers alerts and provides stage gates to ensure that the prescribed sales cycle for each opportunity is adhered to. Managers have the built-in tools to generate forecasts and monitor their pipelines from lead generation to order delivery and payment, minimizing time spent to obtain information and maximizing time spent on execution. Execution is key to the success of any organization and yet, in many CRM software applications, preparing price quotes and obtaining information on order fulfillment and payment is still a target that is completely out of reach. Priority on Outlook dashboards and reports, with their drilldown capabilities, give managers the information they need to monitor execution and take corrective actions when needed.

Globalization: Sales reps need to be able to work online or offline, in a familiar user-friendly environment such as MS-Outlook or other Windows®-based Office applications, and when online to have instant access to centralized data from the head office. Priority provides these features and takes it much further. Working with Priority on Outlook, sales reps can open new contacts and tasks in Outlook and synchronize with the head office when online. Built-in dashboards and reports that appear in their Outlook provide sales reps with an abundance of account information, with drilldown capabilities, covering price quotes, order backlogs, deliveries, outstanding debts, payments (customer aging reports) and much more. Sales reps can also track and monitor their own incentives and compensation (commission) statuses.

Usability: Beyond system capabilities, a critical part in the success of any CRM system is end-user satisfaction and productivity. Priority, a WPF based ERP application, has a revolutionary user interface (UI) design, based on the .Net3.5 framework, Priority’s system usability provides a unique and unparalleled user experience (UX) and allows sales reps to quickly adopt and fully utilize the ERP-CRM software features to meet their changing business requirements. The .Net application architecture design provides comprehensive, yet easy-to-use customization tools, helping reps to optimize sales and service processes, ultimately resulting in lower TCO and higher ROI.

Sales Quotas
Create a hierarchy of sales quotas for sales reps, rolling up through the region level and above.

Multi-Currency
Record sales opportunities in a variety of currencies. Priority maintains automatic conversion to primary and secondary system currencies.

Forecast Generation
Generate forecasts from historical data, using the "Holt-Winters Forecasting Method". Enjoy a wide selection of strategies to choose from and experiment with, to obtain the best fit for seasonal or periodical business cycles.

Forecast Analysis
Slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other dimensions. Roll up data to generate aggregates across any dimension, or drill down for the details that make up the aggregates.

Forecast Journaling
Keep track of any change made to a sales opportunity, including its time stamp and electronic signature.

Reporting and Charting Tools
Create and customize dashboards, reports and charts using Priority's built-in Wizards and Standard Operating Procedures (SOP). Configure your home page with preferred dashboards to fit your job role and responsibilities. Exceptions can be clearly displayed. Analyze performance with integrated Business Intelligence (BI) tools that let you study data in numerous dimensions.

Lead Management
Qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in Business Process Management (BPM) tool.

Opportunity Management
Use Priority's BPM to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorizations etc.).

Account Management
Some call it a "360-degree view": Contacts management, tasks, opportunities, price quotes, order backlog, deliveries, billing, payments, aging reports, documents... the list goes on and  on... all consolidated in one work area including information directly from the
WMS Warehouse Management System within the Priority software.
Priority on Outlook dashboards and reports, with drilldown capabilities, give managers the information they need, when they need it, to monitor performance and take corrective action.