The Sales Director (SD) or manager needs to be on top of the sales teams’ activity at every step of the sales-cycle, wherever they are. The best way of maintaining a handle on activity is to have a complete picture of activity all stored in a centralised location.
SalesFlow will give the SD complete control to manage a successful sales team:
- Pipeline management - an up-to-date view of pipeline activity is essential to ensuring that a sale team meet forecasts and targets. SalesFlow delivers pipeline by individual, team or department in a simple tree view.
- Exception management - knowing when an individual is not following company best practice or is failing to complete the tasks within a reasonable time is invaluable information. SalesFlow will proactively bring this information to the SD’s attention.
- Sales forecasting and planning - can cause the biggest headaches for a SD, they are time consuming activities which are often based on incorrect data. SalesFlow allows a SD to plan and produce forecasts for individuals or departments from real time data.
- Individual and team sales performance management - being able to keep up-to-date on the activity of the sales team is essential for ensuring everyone is performing to their optimum level. SalesFlow allows the SD to view activity by individual or departments.
- Audit trail of activities - if a member of the sales team is not contactable it is important that the SD has access to there communications with a prospect or customer. SalesFlow records every communication against the company’s process of best practice.
- Resource planning - knowing where your employees are and seeing how busy they are allows an SD to allocate resource to specific tasks and plan for the future. All of the sales teams daily actions are available to the SD to view in real-time in SalesFlow.
- Training needs assessment - monitoring closely an individual’s activity against company best practice allows a SD to see exactly where an individual is falling short on performance. SalesFlow allows the SD to pinpoint exactly what training is required from areas of failure.
- Benchmarking - accurately comparing individual or teams against each other or company best practice requires all individuals to be following the same process. The SalesFlow engine is driven by a company’s best practice allowing SD’s to benchmark performance.
Find out more about how SalesFlow will work for you, see SalesFlow in Action or contact us now to talk to one of our sales consultants.