Sales force automation
Everyday tasks such as sending emails, updating lead information
and scheduling
activities are automated for your sales force, reducing
administration and defining clear ownership over leads and
projects. Powerful forecasting gives you estimated timings, values
and likelihood of closure and total visibility over your sales
pipeline. KPI
reporting helps sales managers ensure that the team keep on top of
next action and follow-up dates.
Lead allocation
Leads can be allocated on a geographical or capabilities basis
or a combination of both. Filters and groups help your sales team
quickly access the leads that have been assigned to them and, if
required, an opportunity can be assigned to multiple salespeople to
help close deals faster. System access and editing privileges can
also be configured at staff level to clearly define ownership of
specific leads and projects.
Task management
Integration
with Microsoft Office promotes effective time management so
that the whole team works together as a team. The system monitors
next action dates, presenting each salesperson with a daily 'to do'
list. Any tasks left over from previous days are brought forward
into the current list, providing a secure, electronic system that's
easy to manage. After every customer interaction, the sales force
automation system will prompt you for a next action date and
corresponding action, making every step of the sales process
logical and intuitive. Everyday tasks such as follow-up phone calls
and sending emails are sent as reminders to ensure that nothing
slips through the net.
Pipeline analysis
Powerful forecast management features provide a complete view
into all the opportunities at each stage, helping your sales team
focus on which deals have the greatest likelihood of closing.
Estimate the timing of the sale, along with its anticipated value
and close date to give an estimated forward projection of sales
revenue.
User-definable status flags are attributed to each prospect and
updated as the sale progresses. For example, you could set statuses
to reflect the stages of your selling cycle, such as verbal order,
preferred supplier, first appointment, second appointment, and then
report on all the prospects that have progressed to each status.
Your results can reflect your entire salesforce, or be filtered by,
for example, salesman, territory, or type of sale.
Further information:
A director's guide: Selecting powerful CRM software
Why CRM, and why now? Perhaps you’ve been thinking about investing for a while, but you’ve been waiting for the economic storm to subside. Perhaps you’ve been put off by horror stories of companies who spent heavily in CRM systems and have yet to see the benefits.
Find out more »
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