SalesFlow Quickstart

SalesFlow Quickstart is the most adaptable solution on the market for small businesses or organisations that require a few users or an entry level solution. The beauty of SalesFlow Quickstart is that it still benefits from all of the flexibility and advanced sales and management information that the full enterprise solution does.

We recognise that even small solutions require some degree of flexibility as no two companies ever have the same requirements. Indeed the best investment that your company can make is in a software solution that has the scalability to grow as you do.

A day in the life of a SalesFlow Quickstart user

Benefits of SalesFlow Quickstart

Key features of SalesFlow Quickstart

SalesFlow Quickstart for just £58 pppm!

 
See how typical SalesFlow users benefit from their solution

A day in the life of a SalesFlow user

9:05am – It's the start of your day and your thinking ‘what am I going to do today? ‘
SalesFlow will automatically provide you with a list of tasks and actions previously scheduled into your task list and calendar according to your best practice process.
10:00am – Always a good time to make some outbound calls..
All the relevant information you need is displayed on a simple dashboard; including contact details, the appropriate next action and a record of any previous communication with the customer even if it was with another colleague.
10:45am – A lead has come in via the website..
All the customer information will be input directly into the inbox of your system and even distributed to the right person for immediate follow up.
11:30am – Susan is not in today and her top prospect is on the line!
SalesFlow will enable you to see past communication, what stage in the process the prospect is at and will also allow you to progress the enquiry automatically according to your company's best practice process.
11:55am – The Sales Manager wants to see an up-to-date forecast this afternoon..
As you move through your tasks and actions and update the relevant fields in SalesFlow the system will automatically update the dynamic forecasting report!

A day in the life of a SalesFlow user/manager

13:00pm – John hasn't been hitting target.
Looking at all of John's pipeline activity you can see that many of his leads are stuck at the first appointment stage – there could be a training issue here which could help him get that second appointment.
14:30pm – What happened to those leads that came in from the new advert?
The quick reporting tool allows you to see the details of the leads that came in from this particular campaign and what stage they are at e.g. first appointment or proposal stage.
15:45pm – Are all the team working as well as my best salesperson?
Benchmarking is easy with SalesFlow, compare your team on actual activity as well as results and keep an eye on poor performers with automatic alerts of overdue tasks.
17:00pm – The MD wants to know by 17:30 how much business we're realistically going to close this month!
The pipeline view allows you to see the whole teams' leads in one go and more importantly, those that are at the end of the sales process and are more realistically likely to close.

For more information on the different ways you can use SalesFlow Quickstart see SalesFlow In Action

Find out how you can be up and running with SalesFlow Quickstart contact SalesFlow now for more info!

 
Benefits of SalesFlow Quickstart
The very nature of the SalesFlow solution means that the benefits you will achieve will be individual to your organisation, as we mirror your work processes in your system.

Your business processes
• The essential difference between a SalesFlow solution and other market offerings is that your processes drive the software and not the other way around.

A helicopter view
• A unique benefit of SalesFlow is the ability to see in real time the operational side of your business activity as well as an individual or department's task and action lists.

Proactively manage your team and enquiries
• If an activity or task falls outside of your agreed process or best practice, both the enquiry owner and manager are proactively alerted to the action required.

Management Info in real time
• At a glance, standard or client specific reports allow you a flexible approach to the management reporting you need.

Streamline your processes
• It can be easy to assume that you know the best approach for responding to customers needs, however SalesFlow allows you to spot bottlenecks and adjust the sales cycle to close more business more often.

 
Key features of SalesFlow Quickstart
There are a number of standard features within the system which allow you to maintain and manage every day working practices.

Standard fields
• Each system comes ready populated with a number of standard fields including contact details and standard sales details required to generate sales reports.

Standard workflow model
• Working from a standard sales process we will configure the engine behind our system to mirror your sales process.

Standard reports and documents
• Standard within the system are a number of reports for sales forecasting and performance monitoring. In addition custom reports and documents such as sales letters can be produced.

Attach documents
• All documents whether drawings, letters or quotations can be stored next to the relevant enquiry. Version control ensures a complete audit trail is available.

Calendar
• See at a glance all of your appointments and meetings and those of your colleagues.

Email
• Send and receive email through SalesFlow and it will be stored alongside the appropriate enquiry.

Integrated web form
• A web form containing your requested fields simply integrated into your website automatically populates leads into your system.

 
SalesFlow Quickstart for just £58 pppm!

Sign-up now to start benefiting from SalesFlow Quickstart
To get started contact SalesFlow now on 0870 1607 555, our sales consultants will give you a complete overview of SalesFlow Quickstart and will outline what your business will be able to achieve with it.

We will then work with you to configure the system to meet your individual requirements.