MANAGEMENT OF SALES STAGES
SmartSales has been developed ad hoc for the support of all operation and management requirements of sales networks and in order to monitor the performances of agents/sales representatives.Realization of structured sale offers. The Representative/Agent develops the online offer that is automatically generated and produced; it can then be printed and shared with the Customer. At the same time, offers are stored in the server and directly linked to Prospects or Customers; therefore, they can be viewed also by the Customer Care.
- Funnel: a Funnel represents a sales and/or marketing initiative. It is made up of a set of activities carried out in sequence and it represents the pre-defined flow of a commercial relationship.
- Activity: an Activity or, more in general, a sales and/or marketing initiative is part of a reference funnel and includes a list of Customers to be involved.
- Price lists: the sale offer includes a basic price list of products and services that can be tailored to market opportunities and conditions
- Offers: the offers to Customers are based on Price Lists. They can be created, changed, sent to the Customer and directly stored within SmartSales.
- Reports: it displays the results of sale activities through charts and tables that can be exported into Excel by rapidly making visible sales forecasts relevant to each sale representative/agent or sales network.
- Commissions: the calculation of Sales Representative/Agent commissions can be managed in a fully automatic mode.
- Automatic indexing of offers targeted to improve the search speed
- Management of expiring contracts. For each sales representative/agent or group of representatives/agents, automatic notices can be created to notify expiring contracts and to timely propose the relevant renewal
- The reference persons of a sale initiative can also be multiple teams of representatives/agents.
- The system records the results of single activities and enables the final analysis in terms of successful/unsuccessful activity percentages