Incorporate the management of the electronic signature.
Both the online channel and the commercial mobility solution can easily incorporate the electronic signature, reducing the time required to ...
Reduce and automate the reporting of sales force
They will have more time to sell and they will sell more. In addition, potential problems can be known and ...
Improve email management.
It is one of the biggest sources of time wasters and is very easy to configure to avoid all the ...
Simplify and automate tasks that are not relevant
Review the sales cycle processes and simplify them, eliminating unnecessary steps ...
Improve your processes, shortening times.
It incorporates the best practices of the sector. Introduce efficiency standards. Reduce the number of steps. Automate repetitive tasks. Decide ...
Know where you should spend more effort
Pick some processes and monitor them. Include customers and suppliers in your processes, so that visibility is complete. Detect bottlenecks, ...
Analyze your current processes
Add the necessary metrics to your processes. Evaluate the consumption of time, resources and money of each process. Find out ...
Implement alerts that warn at critical moments.
There are tasks in the sales cycle that cannot be delayed, if the salesperson cannot attend to them in time, ...
Automatically generates all reports, both periodic and punctual ones.
Export opportunity information to Excel or another reporting management system ...
Build a Dashboard.
That facilitates the global vision of the opportunities (sales funnel) ...
Integrate sales management with the rest of systems
So, for example, sales cycle tasks automatically generate notices on the appropriate salesperson calendar ...
Incorporates questionnaires to speed up the qualification of leads
It incorporates the questionnaires that allow you to obtain valuable information (BANT Questionnaires: Budget, Authority, Need, Time). Is There a ...