Build a Dashboard.
That facilitates the global vision of the opportunities (sales funnel).
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 corrected sooner.
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 close orders.
Improve email management.
It is one of the biggest sources of time wasters and is very easy to configure to avoid all the irrelevant mail.
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 whether it is better to make incremental improvements or reengineer processes.
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, they are the best place to start.
Analyze your current processes
Add the necessary metrics to your processes. Evaluate the consumption of time, resources and money of each process. Find out what you are doing well and what you can improve.
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, an alert must be generated. Alerts can lead to the opportunity being redirected to a different salesrep.
Automatically generates all reports, both periodic and punctual ones.
Export opportunity information to Excel or another reporting management system.
Add an eCommerce solution for the sale of your products and services.
Publish a comprehensive catalog that is truly practical for users, making searches and comparisons easy. Include your users' comment´s, especially positive ones. It facilitates the registration of members, the creation of profiles, accounts and groups. Manage the complete sales cycle: Prices, orders, offers and discounts, payments and invoices.
Integrate sales management with the rest of systems
So, for example, sales cycle tasks automatically generate notices on the appropriate salesperson calendar.