It incorporates a Dashboard that integrates commercial management with other systems and automatically generates reports and alerts.

Lessons

1

Integrate sales management with the rest of systems

So, for example, sales cycle tasks automatically generate notices on the appropriate salesperson calendar.

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2

Build a Dashboard.

That facilitates the global vision of the opportunities (sales funnel).

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3

Automatically generates all reports, both periodic and punctual ones.

Export opportunity information to Excel or another reporting management system.

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4

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.

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