Sales Management

 

  • Record all sales opportunities for your business
  • Assign a manager to individual deals
  • Assign a salesperson to an opportunity
  • Record the status of the sale according to a sales cycle

 

  • Sales cycle steps include:
    • Sales lead
    • Marketing communication
    • Qualification
    • Presentation
    • Proposal
    • Negotiation
    • Closed
  • Record the history of progress through the sales cycle for each deal
  • Track which leads were generated from a particular marketing campaign
  • Categorise sales leads (eg: according to product/service type, etc)
  • Manage your sales pipeline
  • Forecast your sales numbers for each sales period
  • See how sales performance compares to last sales period
  • Be alerted to sales performance issues
  • Manage a team of salespeople and keep track of their opportunities
  • Set projected dollar amounts and closing dates for each deal
  • Assign a probability of success to each deal
  • Record whether an opportunity successfully closed
  • Record the amount of each closed, successful sale
  • Group opportunities by category, status, salesperson or sales manager
  • Report on successful deals from the last 7 days
  • Report on successful deals made by your team of salespeople from the last 7 days
  • View all sales opportunities with a particular customer
  • Assign a note to a sales opportunities
  • View all customer correspondence for each sale

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